The Dark Web (Lakeside Chats 5-5-21)
The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to. Read More
Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)
April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat! Read More
Why a Family Meeting on Finances is a Good Idea
Planning a conversation with your loved ones about your financial plans and goals may not be easy, but it can help you feel more confident about your family’s financial health and your peace of mind. Read More
Empowering Women (Lakeside Chat 3-3-21)
March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to... Read More
Discover Your Perfect Practical Financial Plan at Any Age
Having a solid handle on your financial well-being makes for one less stressor – and better sleep at night. But then you probably know that. Let’s explore some of the stereotypes and misperceptions that can get in the way of building your financial confidence and reducing stress through planning — and practical ways to get started or move ahead with your... Read More
How to Love Yourself (Lakeside Chat 2-3-21)
People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology, the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next. Read More
Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)
Powering ForwardJoin us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021. Read More
Cyber Safety (Lakeside Chats 12-1-20)
Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like. With that, comes vulnerability to computer viruses, scams & potentially identity theft. As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate. Read More