Conversations with Claris: Cybercrime is on the Rise – How to Protect Your Personal and Financial Information

With the COVID-19 pandemic continuing its impact, opportunistic cybercriminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. These major threats require risk mitigation, risk management and/or risk transfer strategies as the crisis unfolds. As true advisors to our clients, we […]

The Importance of Patience and Discipline in Investing

Many of you have heard me say more than once “patience and discipline are by far the two most important ingredients for a successful investing experience”. Let’s take a closer look at these two words. Patience is the ability to wait for a long time without becoming annoyed or upset.  Discipline is to train or develop […]

How to Avoid Curve Balls in Your Investment Strategy

In my early years of playing in the MLB, it was always said that one of the most difficult feats in all of sports is hitting a Major League curve ball. Yet many professional baseball players have successfully made a name for themselves by doing just that, although you may have a hard time listing […]