US Wealth Management Merger Announcement
The Planner's Perspective: Equifax Data Breach
By Paul Morrone CFP(R), CPA, MSA
Take Notice: New LPL Statement Format
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.
Check Out Our Website!
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.
ALERT! Market Volatility Update -The Macro Environment
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:
Special Alert! Anthem Blue Cross Blue Shield Data Breach
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.