Jan 11, 2022

Rising interest rates tops list of muni concerns in 2022

Major challenges for the public finance industry abound but rising interest rates is the largest concern for business in 2022, market participants said in a Bond Buyer/Arizent Research survey.

Dec 15, 2021

Here’s How To Gift Stock Shares to Your Loved Ones This Holiday Season

Can You Give Stocks as a Gift?
Yes, you can absolutely gift stocks. There are a few ways to do it.

Jul 8, 2021

Akin Investments with Stephen Akin

FINRA Series 65 Registered Investment Advisor, Stephen Akin is an independent, fiduciary advisor with over 35 years of investing experience

Jun 29, 2021

What is a Broker Dealer?

A broker-dealer is a key player in the financial markets. Jun 29, 2021

Jun 2, 2021

Podcast: The Why I Became a Financial Planner

The Why I Network
Why I Became a Financial Planner with Steve Akin

MAY 30, 2021 KOJO THOMPSON

Jan 15, 2021

With online shopping not-so-tall guys get the short end of the stick

As buying online becomes the norm, menswear brands need to find a way to serve the millions of customers they’re currently missing. Namely: short kings

Dec 28, 2020

Financial Advisors Understand COVID 19 Bill

Financial Advisors need to know about the Coronavirus relief package

Sep 15, 2020

To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

Fiduciary Duties Regarding Proxy Voting and Shareholder Rights.

Sep 8, 2020

Book Value vs Market Value: The key difference

These metrics can be used independently and together when valuing a company's stock.

Jul 22, 2020

What Happens To Your ESG Investment When Money’s Tight For Others?

Forbes.com EDITORS' PICK | 58,483 views|Jul 11, 2020,10:43am EDT

Jul 9, 2020

When Might You See ESG Issues Align With Stock Performance?

Recently I participated in an article for Forbes.com by Chris Carosa
Here is an excerpt:

Apr 10, 2020

5 reasons why you should add beneficiaries to your accounts right now

Here are five reasons why you should consider adding beneficiaries to your accounts right now, especially in the midst of the coronavirus pandemic where thousands of families are facing unexpected losses of life as a result of the outbreak.

Mar 27, 2020

‘The common theme is fear and panic’ Fortune.com

‘The common theme is fear and panic’: These are the lessons learned from the past 3 bear markets

Feb 28, 2020

After the markets’ worst week since 2008, Wall Street takes a deep breath and braces for Monday

Weekend Respite

Dec 20, 2019

Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?

We hear all about “not saving enough” when it comes to retirement, but there’s another issue that can be worse: “not spending enough.”

Dec 18, 2019

Learn These 2019 Market Lessons Or Doom Yourself To Repeating Avoidable Mistakes

If you didn’t learn the lesson of staying put in volatile markets until 2019, then you may have learned it too late

Dec 15, 2019

The Unexpected Dangers Of Paying Off Student Loans With Your 401(k) Savings

Have you ever heard the phrase “sometimes the cure is worse than the disease”? This may be one of those cures.

Dec 12, 2019

Focus On These Year-End Tax Tips Right Now

Yet, the clock is ticking. Once the old year turns over to the new, a curtain of opportunity slams forever shut.