A Florida firm has potentially exposed up to 3 billion records, including Social Security numbers. In this video, we’ll discuss strategies to help you safeguard against identity theft.
Category: Video
August 2023 Update
Recent gains in the stock market have captured attention, but are they a sign of a lasting trend or merely a prelude to potential challenges?
Understanding T-Bills
T-Bills are considered one of the safest investments around, but they haven’t been very popular – until recently. Richard explains why.
What Happened Last Month?
Richard discusses the antics in Washington DC and the affects on the capital markets.
The Power of Attorney (POA): The Hidden Hero of Estate Planning
The Power of Attorney document can be an important piece of your financial plan. Richard explains why.
A Message to Our Clients’ Friends and Families
Are you concerned about the the year ahead? Richard addresses the concerns of his clients’ friends and families.
Planning for 2023
Richard reviews 2022 and anticipates the year ahead
Exciting Changes Coming!
Pension Financial Group, LLC announces strategic partnership with New Edge Advisors.
Resolve During Uncertain Times
What can past geopolitical events teach us about today? Richard explains.
February 2022 Update
Recent volatility has some investors nervous. What’s next? Richard explains.