Author: Meg Ferguson

The Anatomy of an Index

The Anatomy of an Index

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The S&P 500 represents a large portion of the value of the U.S. equity market.   Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets? (1)   The S&P 500 is ubiquitous....

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Tax Scams & Schemes

Tax Scams & Schemes

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The “dirty dozen” favored by criminals & cheats.   Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service (I.R.S.). These cons occur year-round, not just during tax...

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Your 2019 Financial To-Do List

Your 2019 Financial To-Do List

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Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building...

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