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Banking and Security

Managing Interest Rate Risk with Bond Ladders By Todd A. Moll, CFP®, CFA

Posted June 25, 2024

Bonds are an important component of diversified portfolios because they offer investors predictable returns and reliable cash flow without the volatility of the public equity markets. However, this is not to say that bonds are not subject to risks. They are, especially in times of rising interest rates. The good news is you can mitigate […]

Weighing the Conveniences, Risks of Using Payment Apps By Kathleen Marteney, CRPC

Posted September 6, 2023

Peer-to-peer mobile payment processing apps, such as Cash App, PayPal and Venmo, have made it easy for people to send and receive money with the click of a button. However, whether you are a business accepting these forms of payments or a consumer paying for products and services or splitting a shared expense with a […]

What does the Federal Interest Rate Hike Mean to your Wallet? By Scott Montgomery, CLU, ChFC

Posted August 10, 2022

In July 2022, the Federal Reserve Bank enacted its fourth interest rate hike for the year and its second consecutive 0.75 percentage point increase in an attempt to rein in record-high inflation without triggering a prolonged recession. While additional rate increases are expected in the Fall, the benchmark federal funds rate, which began the year […]

Stay Safe While Banking, Managing Investments Online By Brendan T. Hayes

Posted June 9, 2021

Gone are the days when you had to make a special trip to your local bank branch to make a deposit or transfer money from one account to another. With the proliferation of mobile apps today, you can manage all your banking and investing needs from the comfort of your home or any Wi-Fi-enabled remote […]