Author: Thad Schlaud

Did COVID-19 Force You to Wrongly Rebalance?

Thad Schlaud

Did you sell and buy because of market uncertainty? Read on for strategies and insights into rebalancing your investments. There is no question that this pandemic affected markets in 2020. With most indexes reclaiming some of the lost ground, many are worried about what the future holds for their portfolio.

Categories: Industry Ideas, The Market

The 12 Estate Planning Must-Dos

Thad Schlaud

Because estate planning is so important, estate documents should be reviewed and updated as changes arise. To be sure everything is in order, there are 12 things to consider as you review your estate documents. Many of you already have estate documents, probably executed many years ago. That’s a good…

Categories: Life's Little Surprises, News

CARES Act Part I

Thad Schlaud

Are you curious if you qualify for financial help from the CARES Act during the COVID-19 crisis? Wondering when you can expect the relief? Read on as we break it all down for you.

Categories: News, The Market

What We’re Reading This Week

Thad Schlaud

This week we’re looking at how much of our data is being used by companies, and the interesting way shoppers are being ranked. Also, one skincare company recently got busted for writing fake reviews, but did the punishment fit the crime?

Categories: News