From the Standing Desk of Ali Criss, CFP®   Protecting Your Data & Yourself in this New Digital Age Like many of you, I have been a victim of identity theft, credit card fraud & suspicious phone calls fishing for my personal information. Days, I would even venture weeks of my life have been spent […]

2020 was one for the record books: a global pandemic, social isolation, historic unemployment, and an exhaustive election cycle. 2021 is one for the record books, too! It’s the year Financial Insights celebrates its 40th anniversary on February 10th to be exact! As the company’s founder, when I look back across the decades, I see […]

“The biggest point we can make is to have patience and stay calm,” says Chief Investment Officer Larry Adam. “There is significant fiscal stimulus coming.” The economic effects of COVID-19 have accelerated quickly and the financial markets are experiencing heightened volatility. The major U.S. stock indices rise on positive news, such as the president’s call […]

From the now “Remote” Desk of Ali Criss, CFPDear clients & friends, As you settle into your evening, take a moment to watch Raymond James Chief Investment Officer, Larry Adam, and his panel discuss the impending impacts of COVID-19. This webinar touches on recession concerns, potential economic impact scenarios and gives updates on the 2020 economic outlook as […]