If you’ve ever looked into your Social Security benefits you’ve probably discovered this: they’re simple in concept and confusing in execution. If you or your spouse work long enough, you’ll get a benefit that you can claim at some point. But, that’s when the questions start: how much do you get, how much will your
What to do to Minimize Your Risk Following the Equifax Breach As most everyone knows by now, consumer credit reporting agency Equifax revealed they were the target of one of the largest data breaches in history. The cyber-attack took place between May and July of this year and approximately 143 million consumers have had their
Below are some credit protection options in response to the Equifax breach. Please see the links provided for more information regarding what is described in each option. Equifax has removed the language stating that any legal action is forfeited. Therefore, you can sign up for their free identity theft protection and credit file monitoring service
Since the beginning of the year, equity markets have been on a tremendous run. Many of the market indices are reaching new highs each day. These indices keep climbing due in large part to the FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google) as well as the large cap growth sector in general. We believe,
CSA Financial Advisors, a leader in helping clients manage and grow their wealth, announces today that it has changed its name to Cassady Schiller Wealth Management. The name change helps the firm align more closely with the Cassady Schiller brand and more importantly, better reflects the diverse and comprehensive offerings they provide to their clients.
By now you all have heard about the United Kingdom’s (“UK”) vote on June 23rd to leave the European Union (“EU”), referred to as “Brexit”. This was an historic decision, and one that was not expected by the markets judging by the reaction following the results. Stock markets globally were down significantly on Friday, with the
Cassady Schiller Financial Advisor’s Director of Wealth Management Services, Jim McGrath CFA®, CPA, CFP®, CIMA®, participated in the Cincinnati Business Courier’s Wealth Management Roundtable on May 6th, 2016. Here is an excerpt from the Cincinnati Business Courier’s writeup: Cincinnati Business Courier editor Rob Daumeyer recently sat down with Jim McGrath, director of wealth management with
Days like today, and the past two weeks for that matter, can make investors nervous and wonder if they should “do something” to minimize the market impact on their portfolio. While it can be very hard to handle the market swings we’ve seen, our advice to you is not to panic. You may recall that