Date: January, 2017

Are You Being Educated or Sold?

Nick Pagano

How can you tell the difference of being educated or sold? Why is it important to know the difference? And, how might this affect your daily life? Nick Pagano looks to answer these questions and more when explaining fiduciaries in his latest blog.

Categories: Education, The Market

What We’re Reading This Week

Thad Schlaud

Have you ever wondered how the new Fiduciary Standard actually affects you? Or why the SEC (just now) fined GM for the ignition switch recall fiasco of 2014? Well, you’re in luck! Read our latest blog to learn about these recent happenings and more.

Categories: News, The Market

What We’re Reading This Week

Thad Schlaud

Join us this week as we review the recent resolution of Deutsche Bank’s involvement in subprime mortgage debt leading up to the financial crisis, how Marblegate thought they outsmarted the entire bond industry since 1939, and unintended consequences of the fiduciary standard.

Categories: News, The Market

Starting the Year Right, Part II

Nick Pagano

I know a week isn’t a ton of time to digest all of the information I threw at you last week, but I have the second installment of my checklist ready to go. So when you’re ready, join me in discovering additional ways you may be able to bolster your personalized financial plan. Ready or not, here it comes!

Categories: Family

What We’re Reading This Week

Thad Schlaud

Ever wonder what Mark Zuckerberg and a UAW employee may have in common? Or how Samsung was able to turn a profit in a quarter when their phones started catching fire (and not in the hip/cool way)? Check out our blog this week to find out!

Categories: News, The Market

Starting the Year Right, Part I

Nick Pagano

As we kickoff a new year, Nick Pagano has brainstormed a financial planning checklist that you may find helpful. This week we reveal the first half of Nick’s list with the second installment to follow next week. If you’ve ever wondered how you can help yourself, check out the suggested steps below!

Categories: Education, Family