Behavioral Finance: Emotions and Investment Choices

Investment Management

This investment insight delves into behavioral finance and the emotional side of investing.The emotions that may lead human beings to believe they can outperform the market are the same emotions that may also unconsciously lead them to make poor investment decisions.There are a number of steps that you can take to protect yourself from the inherent biases and natural human emotions that lead to investment mistakes.


The Benefits of QTIP Trusts

Carlo Lombardi |
Wealth Planning

This estate planning option offers flexibility in the allocation of your estate property while maximizing your tax saving benefits.A QTIP trust serves like a “crystal ball” for the uncertainty of the future for married couples.A QTIP trust is a marital trust designed to provide for your spouse after your death while protecting your assets for future generations.The QTIP trust also offers flexibility to your Executor in maximizing your federal estate tax savings.


Avoid Becoming a Victim of Ransomware Attacks

Corporate & Institutional Cybersecurity

Whether securing your business or yourself, the first step is to understand how cybercriminals work.Ransomware is a type of malicious software that encrypts files so they can no longer be accessed.Cybercriminals hold the user’s files until the owner pays a ransom for their return.Business owners and individuals can take proactive steps to identify cyber risks and employ best practices to protect data.