10 Ideas for a Virtual Holiday Party

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in person. Whether for team building or...

The Impact of SECURE 2.0 in 2024 and Beyond

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared for the future. To build on the...

A Year-End Financial Checklist

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much different position than last year....

AI’s Role in Shaping Our Tomorrow: A Look Ahead

While artificial intelligence (AI) is making headlines today, the concept of “thinking machines” can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century, at the dawn of the computer age....