Money and You

Safe Traveling (Lakeside Chats 6-2-21)

After over a year of sticking close to home, some (if not all) of us, are wondering if it’s finally time to get away again. And more importantly, how can we do that in a safe manner with so many places following different guidelines? Read More

The Dark Web (Lakeside Chats 5-5-21)

The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to. Read More

Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)

April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat! Read More

Empowering Women (Lakeside Chat 3-3-21)

March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to... Read More

How to Love Yourself (Lakeside Chat 2-3-21)

People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology, the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next. Read More

Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)

Powering ForwardJoin us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021. Read More

Cyber Safety (Lakeside Chats 12-1-20)

Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like. With that, comes vulnerability to computer viruses, scams & potentially identity theft. As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate. Read More

Election Impacts (Lakeside Chats 10-27-20)

This chat covered the timely topic of the possible long-term impact of an election on the stock market (hint – historically, it really doesn’t matter). Our host, David Keib, a wholesaler at Capital Group, home of American Funds, has 12 years of investment industry experience and has been with Capital Group for six years. Read More