Author Archives: Gay Truscott

CyberSecurity in the COVID-19 World

By Gay Truscott | Published May 27, 2020

Tweet The coronavirus has fueled an increase in cybercrime.  The pandemic has created a virtual environment ripe for fraudulent cyber-schemes, as stay-at-home orders have increased everyone’s reliance on technology and the internet. To educate and inform our clients and friends on this topic, we have recorded a slide presentation entitled, “CyberSecurity in the COVID-19 World.”  […]

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CARES Act

By Gay Truscott | Published April 6, 2020

Tweet On March 27, the President signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), the third COVID-19 relief bill.  The more than $2 trillion stimulus package seeks to address financial pressures facing individuals, businesses, state and local governments, and the healthcare system due to the pandemic. The law also carries […]

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The SECURE ACT – A Brief Overview

By Gay Truscott | Published January 30, 2020

Tweet On January 1, 2020, the Setting Up Every Community for Retirement Enhancement Act (SECURE Act) went into effect, setting forth nearly 30 new provisions impacting retirement savings and planning.  We want to summarize a few of those provisions that have the potential to impact the investment and planning strategies of our clients and friends: […]

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A Financial Checklist for Your Newly Minted High School (or College) Graduate

By Gay Truscott | Published June 18, 2019

Tweet Financial planning can begin at any age.  A good starting point for many is when heading off to college, a first job, or the military.  This article, “A Financial Checklist for Your Newly Minted High School (or College) Graduate” provides a valuable checklist of items to think about from budgets to credit cards, healthcare, […]

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Where’s the Value?

By Gay Truscott | Published July 24, 2018

Tweet Click here to read an interesting analysis by Dimensional Fund Investors of the return difference between value stocks over growth stocks during the period from 1928-2017.  Dimensional shares our belief that the current period of value under-performance is likely to reverse and a consistent value investment approach in all market environments will help investors […]

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