August 31, 2020

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Shelter-in-Place Market Update 8.31.2020. Strong finish to the month of August.

Transcript Hello, everybody, welcome to Monday. This is the last day of August, the S&P 500 has had its best August since 2000, up a little bit over 7% for the month, which is really great. And our portfolios have done fantastic, very, very pleased with that. Today, the S&P 500 was down .2%. But

August 31, 2020

What should I keep and for how long?

It’s important to know what records to keep. None of us wants to be inundated with unnecessary paper piles, but we certainly don’t want to throw away something important. In addition, every document with an account number or other vital information is a risk exposure for identity theft. Save what you need securely and safely shred the rest.

August 31, 2020