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Practical Cybersecurity

Effectively managing your wealth requires that you protect your identity and faithfully guard against cyber threats. No longer can you afford to sit idly by and hope that you aren’t compromised in some fashion.

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Organizing Your Home Records

The pervasive spread of electronics in our lives has not lead to a decline in paper. We get copies of everything and statements from everyone. The problem arises with what to do with all of it—the reams and boxes and file cabinets and drawers of paper.

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Tax Records

If April wasn’t forever tarnished by the Federal tax filing deadline, we’d associate this  wonderful month primarily with the return of spring.

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Checking Your Credit Report

The free credit reporting act (FCRA) stipulates that the three major credit agencies provide you with a free copy of your credit report once a year. Reviewing your credit report routinely assists you in insuring the accuracy of your report as well as protecting against identify theft.

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Keeley Interview

To access the Keeley Interview:

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Interview with Chuck Anderson

Given the tremendous volatility in the energy markets in the past year, we arranged an interview with Chuck Anderson of Oppenheimer's Steelpath fund for his insight into this sector. As we've said many times, we believe that evolving global energy dynamics are very positive for the US.

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Interview with Mark Paris

In the fall, we had a chance to spend time with Mark Paris discussing his fund, the Invesco High Yield Muni fund. As with every encounter with Mark, we came away from that discussion with greater insight into the portfolio and more impressed with Mark and the Team with which he works. At the end of the year, we were able to pose several questions to Mark, the answers to which are included in the interview below. We hope that you will find his comments timely and insightful. Please do not hesitate to call us at 717.430.0001 with any questions or comments.

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Facts are Facts, Right?

Both The Economist (November 9-15, 2013) and Forbes (December 2, 2013) took up the banner of inflation as 2013 wound to a close.

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