Home and Auto Insurance: Policies, Coverage, and Considerations

Home and Auto Insurance: Policies, Coverage, and Considerations

Continuing our current discussion, we will be looking at various insurance types over the past couple of months. Overall, insurance is a risk management process and a critical step in mitigating risk. Risk is managed by buying the insurance policy to protect against a...
The Gamestop Short Squeeze- How and Why?

The Gamestop Short Squeeze- How and Why?

The recent news regarding GameStop, AMC, Blackberry, etc. has many individuals wondering, “What exactly is a Short Squeeze?” This blog post will explain from a high-level view what short selling is, what it means to be squeezed, and the major catalysts and results of the recent major events.

Wills vs. Trusts: Estate Planning Essentials to Protect Your Legacy

Wills vs. Trusts: Estate Planning Essentials to Protect Your Legacy

This month, we will continue our discussion of estate planning techniques. Last time, we reviewed the differences between Per Capita and Per Stirpes designations. Those designations are important, but they are not the only estate planning tool you need to be aware of....