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Iain Marshall

Financial Focus: Time for a year-end investment review

With the holiday season upon us, you may well be busier than usual. However, by spending a few minutes reviewing your investment scenario of this past year, you can see where you’ve been, where you might be going and what you need to do to keep moving forward toward your long-term financial goals. So, as […]

December 06, 2016 | Posted in Business Columns | Tagged ,

Financial Focus: Everyone benefits when you make charitable gifts

Now that we are in the heart of the holiday season, you may be thinking about ways you can put your money where your heart is. Specifically, you might be pondering which groups you should support with charitable gifts. And as long as you choose groups that meet the right criteria, your generosity can also […]

November 01, 2016 | Posted in Business Columns | Tagged ,

Financial Focus: Guard against identity theft and protect your finances

In 2015 alone more than 13 million Americans were victimized by identity theft, according to the U.S. Department of Justice. What can you do to guard your identity and protect yourself from potential financial losses? Here are some ideas to consider: Review your statements. Closely review the monthly statements from your checking and other financial […]

October 04, 2016 | Posted in Business Columns | Tagged ,

Financial Focus: Vote for smart investment moves

The presidential election is little more than a month away. Like all elections, this one has generated considerable interest, and, as a citizen, you may well be following it closely. But as an investor, how much should you be concerned about the outcome? Probably not as much as you might think. Historically, the financial markets […]

September 06, 2016 | Posted in Business Columns | Tagged ,

Financial Focus: Investing: a marathon, not a sprint

Next week, the 2016 Summer Olympics begin in Rio de Janeiro. One of the most compelling events is the marathon, a 26.2-mile endurance contest with roots dating back to ancient Greece. It may be that we’ve kept our interest in the marathon because it can teach us much about life – and it certainly has […]

August 02, 2016 | Posted in Business Columns | Tagged ,

Financial Focus: Don’t keep family in the dark about your plans

You might work diligently at building a financial roadmap for your retirement years and a comprehensive estate plan. But you can’t just create these strategies — you also have to communicate them. Specifically, you need to inform your spouse and your grown children what you have in mind for the future — because the more they know, […]

July 05, 2016 | Posted in Business Columns | Tagged ,

Financial Focus: Give your children the gift of (financial) knowledge

It’s almost Father’s Day. If you’re a dad with young children, you can expect some nice homemade cards and maybe even a baseball cap. But, of course, your greatest reward is spending time with your kids and watching them grow. In return, you can give them a gift – the gift of knowledge. Specifically, in […]

June 03, 2016 | Posted in Business Columns | Tagged ,
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