Alert!

As you know, our affiliation with US Wealth Management has persisted for over two decades – and remains strong to this day. When Tom started in the independent wealth management business back in 2000, the team at US Wealth was integral in shaping the business that exists today.

By Paul Morrone CFP(R), CPA, MSA

By Paul Morrone, CFP ®, CPA, MSA

Over the past few months, LPL Financial, the custodian for many of our clients’ assets, has been working on a redesigned monthly statement which you will soon be receiving for the first time.

By Paul Morrone, CFP ®, CPA, MSA

The change of pace within the internet of things never ceases to astonish me. Back in the day when Netscape Navigator was the browser of choice and green bar printers were still a thing, a well-designed website was limited to some text content, a solid colored background and maybe some pictures if you wanted to get crazy.

Recent headlines have been quick to report a global sell off in equity securities. While there are many variables seeking to disrupt capital markets, only a handful may be attributed to the significance of the recent pullback in asset pricing.

The three fears most aggressively permeating equity markets have resulted in the tightest range of returns for the S&P 500 in the last 50 years:

As you may be aware, the insurance company Anthem Blue Cross Blue Shield suffered a cyber-attack on January 26, 2015. As a result of the breach, personal information about policy holders, current and former employees was compromised. This data includes names, addresses, social security numbers, birth dates and emails among other identifiable information. To date, it has Anthem has confirmed that medical information has not been accessed.