by mistyriver | Jul 21, 2020 | Financial Articles
This vital investment account question should be answered sooner rather than later. Provided by Misty Pittman Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted...
by mistyriver | Jul 14, 2020 | Financial Articles
The SECURE Act and CARES Act may complicate the decision. Provided by Misty Pittman As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your...
by mistyriver | Jul 8, 2020 | Quarterly Economic Updates
In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...
by mistyriver | Jul 7, 2020 | Financial Articles
There are benefits and limitations when you decide to donate stock. Provided by Misty Pittman Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than...
by mistyriver | Jun 30, 2020 | Financial Articles
Steps to get your credit rating back toward 720. Provided by Misty Pittman We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it?...
