Insights

How might you be affected from the largest government stimulus in history? Learn about some of the aspects of the CARES Act which provides assistance to individuals and companies dealing with the financial repercussions of coronavirus.

With costs of insurance co-pays, diagnostic tests, procedures, drugs, and hospital costs increasing we all need to start paying attention and become more informed consumers of healthcare. Our special guest is Steven Corn, a Board-Certified Patient Advocate and owner of Metis Advocacy who helps guide patients through the confusing maze of medical bills, insurance claims, medical decisions and care management.

A Bill that quietly made its way through Congress just passed at the end of 2019. That bill is the SECURE act, which stands for Setting Every Community Up for Retirement Enhancement. As is often the case, the label attached to this legislation doesn’t tell us anything. Fortunately we have Brad Tatar, Managing Director at Spotlight Asset Group in Tampa Bay, Florida to walk us through the changes this act makes to retirement accounts.

Shopping, banking, and even dating with your computer or Smartphone is convenient, but unfortunately it is also convenient for cyber criminals to steal from you. Knowing what the threats are and how to protect yourself may reduce your risk of becoming a victim.

ESG Investing, also known as Socially Responsible Investing, is an attempt to encourage corporate practices such as environmental stewardship, consumer protection, human rights, and diversity. Our special guest is Iyassu Essayas, Director of ESG Research at Parnassus Investments, a mutual fund company managing over $29 billion of investments in companies with sustainable business practices.