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Category: Financial

Person-to-person payment scams

Person-to-person payment scams

What to watch for with P2P apps As people migrate further into a cashless society, mobile banking and person-to-person (P2P) apps such as Venmo, Cash App, Zelle, and PayPal are becoming transaction mainstays. But you can expect that wherever cash is exchanged,...

How to avoid investment scams

How to avoid investment scams

Investment scammers victimize thousands of people every year to the tune of hundreds of millions of dollars. Over the years they have honed their approaches and techniques and are difficult to detect. When it comes to your money, the safest course is to maintain a...

The ins and outs of tax loss harvesting

The ins and outs of tax loss harvesting

What is tax loss harvesting? What are the benefits? How might I utilize this strategy in my accounts? These are good questions to investigate for a person experiencing the impacts of declining investment values, who also needs a break at tax time. Down markets send...