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Suitable Investments and You

  suit·a·bil·i·ty:  The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients.  However, many times when clients come to our firm the investments they have …

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Understanding Credit Utilization and Its Impact on Credit Scoring

Credit scores are used in our country as a method to determine an individual’s financial responsibility. The three-digit credit score means more than just the possibility of fiscal responsibility to the lender. They are part of a formula called credit utilization. Understanding how your ‘number’ fluctuates regardless of making payments …

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