Articles of Interest
Esther Halt discusses what you should do if you are lucky enough to get a windfall.
Esther Halt discusses what we focus on in the 4th quarter.
Esther Halt discusses her annual event to remember the events of September 11, 2001
Esther Halt discusses how the events of that fateful day affected her and the securities industry
Esther Halt discusses how we pay for our investments
Esther Halt discusses the recent market volatility and the Yield Curve Inversion.
Esther Halt discusses Small Business Retirement Plans, what are the options.
Esther Halt discusses Cost Basis and why it’s important.
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.
Here are the troubling trends, as well as some tips on how to avoid them: