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Blog

Businesswoman looking at her phone
Jack Cuddihy | May 13, 2024

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Jack Cuddihy | May 6, 2024

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Jack Cuddihy | May 2, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Jack Cuddihy | Apr 29, 2024

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jack Cuddihy | Apr 25, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Older couple embracing on a boat overlooking a body of water
Jack Cuddihy | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Jack Cuddihy | Apr 18, 2024

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Jack Cuddihy | Apr 15, 2024

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two older businesspeople looking at a tablet screen
Jack Cuddihy | Apr 11, 2024

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Hands holding a small wrapped present
Jack Cuddihy | Apr 8, 2024

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Watercolor style picture of 5 carrots sprouting from the ground.
Jack Cuddihy | Apr 4, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Two men sitting at a table and having a conversation
Jack Cuddihy | Apr 1, 2024

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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