One of the first things to check in a suspicious email message is the integrity of any embedded URLs. Oftentimes the URL (web address) in a phishing message will appear to be perfectly valid. However, if you hover your mouse over the top of the URL, you should see the actual hyperlinked address.
ITEGRIA AdvisorCloud VDI
Total AdvisorCloud™ Virtual Desktop Infrastructure (TAC VDI) is a leading-edge,100% cloud-based network infrastructure technology delivered through a familiar desktop experience, enabling fully personalized virtual desktops for each McCarthy Grittinger employee, with all the security and simplicity of centralized management for our firm.
2019 Second Market Commentary
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
When Will We Get Back To Average Market Returns?
Average total returns in the stock and bond markets are often cited in financial circles, perhaps giving lay investors the false impression that these returns are the norm. In reality, there have been very few years when either stock or bonds delivered returns that are even close to market averages.
The ABCs of Education Investing
With rising college costs, many parents are likely thinking about how best to prepare for their children’s future higher education expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.
Proposed Tax Law Changes
Our federal government is at it again with proposed tax law changes. The House recently passed legislation that many people think has a good chance of becoming law. These changes could affect financial planning strategies. Read All
Sending Confidential Documents
It is often necessary to obtain confidential documents from clients to be able to do our job. Some examples of confidential documents that may be needed are:
Insightful Questions That Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes.
Consider The Big Picture During Periods of Market Stress
Short-term stock market volatility can cause us to lose perspective. In times of market volatility, you may see alarming fluctuations in your account balances, making it tempting to adjust your asset allocation in search of calmer waters. Yet it’s important to consider the performance of a balanced portfolio over time.
Travel Safety
With the recent tragedies involving the Boeing 737 Max airplane, travel safety is back in the news. The debate of flying versus driving is always a curious one. It says many things about human risk behavior. Most people know it is much safer to fly than to drive. Here are the latest United States fatality statistics for 2017[1]: