Financial Trends

‘Tis the Season: Holiday Shopping Tips and Trends

“Oh, for the good old days when people would stop Christmas shopping when they ran out of money.” (Author Unknown) The holidays are a time for goodwill, meaningful celebrations, and time with the ones you love. Unfortunately, it’s also a time when some people spend more than they intend, racking up credit card debt or …

‘Tis the Season: Holiday Shopping Tips and Trends Read More »

How to Protect Your Identity and Personal Financial Information

“Last week, somebody stole my identity. This week, they begged me to take it back!” —Anonymous Chances are, you were affected by Equifax security breach which impacted 143 million Americans, plus some Canadians and Brits with US dealings. The breach reportedly happened on July 29, 2017, although the public was not informed until early September. …

How to Protect Your Identity and Personal Financial Information Read More »

How Liquid Is the Life Insurance Industry?

After years of low interest rates, is the life insurance industry healthy enough to withstand another economic downturn?  Find out in this week’s in-depth article, authored by our friend L. Carlos Lara, reprinted with permission from the Lara-Murphy Report with permission.  L. Carlos Lara is CEO of United Services and Trust Corporation, a consulting firm …

How Liquid Is the Life Insurance Industry? Read More »

The Value of Liquidity: Capitalize On Your Cash!

“Success is where preparation and opportunity meet.” – Bobby Unser, Indianapolis 500 Champion Do you have access to cash on demand? Or are you locking up your assets, or keeping them liquid? The answer may be influencing your prosperity more than you realize. Most investors focus on the ROI (return on investment) of an investment …

The Value of Liquidity: Capitalize On Your Cash! Read More »