Richard P. Slaughter Associates is proud to introduce On Course — a self-published, magazine-style exposition that allows us to share our thoughts and expertise precisely how and when our clients will appreciate it most. Please enjoy for yourself, share with friends, and let us know how we can make it better for you.

Gone Phishing: Cyber Criminals View Crisis as Opportunity

The more technology and digital innovation expands, the more cyber criminals will look for ways to exploit those who use it for their own personal gains. Add in a crisis – such as a global pandemic – and the operating grounds for such thieves becomes even more fertile. Some of the most common scams are called “phishing” schemes. By staying informed on such scams operate you can make yourself less of a target and better protect your personal identity and assets.

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Creating Benchmarks to Better Monitor Investment Success

Market volatility in 2020 has seen unprecedented peaks, valleys, and even recovery. This has left many investors scratching their heads as they try to evaluate the effectiveness of their overall strategy and individual investment choices. The good news is, there are many tried-and-true investment benchmarking strategies and principles that can be applied to provide reliable guidance. With that in mind, we offer our thoughts on effective ways to make such analyses in both the short- and long-term.

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Starting a Financial Conversation with Parents During a Crisis

Whether the circumstances are driven by a global pandemic, some other emergency, or just the natural course of life, adult children are often faced with the question, “how do I start a conversation with my parents who act as if nothing has changed?” Or, conversely, how do you help parents who are terrified of current economic conditions? Darby Armont addresses both perspectives in our latest issue of On Course.

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Managing Wealth Through Times of Uncertainty

When addressing your wealth during periods of economic crisis, it’s important to recognize two facets of uncertainty: those aspects based on facts, and those that are emotional responses. Essentially, it’s the head versus the heart, and it’s important to understand that both need to be resolved during such critical times. Here are some signs to watch for and tips for working with your financial planner to keep your long-term goals at the forefront.

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Could You Benefit from a Health Savings Account?

Health Savings Accounts were first introduced in 2003 and have quickly grown in popularity as a savings vehicle for future health costs. However, the advantages of an HAS extend beyond paying for medical costs and beg the question, ‘are you taking full advantage of the benefits an HSA has to offer?

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Does the New SECURE Act Affect Your Retirement Strategies?

Last December, the SECURE Act was passed with the objective of increasing access and participation in employer-sponsored retirement plans and expanding retirement savings opportunities. The Act also installed new requirements for distributions from retirement accounts. These changes will have an impact on many retirement strategies for those approaching and just entering the retirement stage of their lives.

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