Category Archives: Our Blog

Ten Fallacies about Identity Theft and Cybersecurity

By:  Frank R. Mitchell, CITRMS According to the Privacy Rights Clearing House, approximately 10 billion records have been lost or stolen from businesses, schools, government agencies, and non-profit organizations since January 2005. Is your financial practice at risk? This is a case of “what you don’t know can hurt you.” Here are TEN fallacies about identity theft...
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My Summer at Sigma and Parkland

Final Blog by intern Sabrina Lieberman I’ll be honest – when I first walked into Sigma Financial and Parkland Securities on a snowy January afternoon, I barely knew what a broker-dealer did. As a college student, my financial priorities are rent, groceries, and loans—not a 401(k) or a Roth IRA. However, over the last few months,...
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5 Tips to Budget for Christmas in July

5 Tips to Budget for Christmas in July We know that it’s July, and no one is eager to be reminded of snow and sludge. However, given that Americans spend an average of 2% of their income on Christmas gifts[1], Christmas is an important budgeting line item. By preparing early, your clients can celebrate...
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The Importance of Interns

The Importance of Interns …in conversation with Randall A. Hoover In fall 2016, Randy Hoover presented The Power of Internships at our Practice Management Conference in Scottsdale, Arizona. This week, we spoke with Mr. Hoover to ask some important questions, and see if any of his best practices have changed. We were delighted to learn the...
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