Brittany N. Cox

Much like a sporting goods store needs to be prepared for changes in interests and needs that come with fluctuations in weather patterns, your investment portfolio should be prepared for all seasons as well.

It occurred to me that there are two types of people when it comes to record retention: those who keep every single piece of paper and those who keep nothing. So, what should you keep, how long do you keep it, and how do you organize it?

Artificial intelligence, which was once science fiction in books and movies, has now become commonplace technology. As with its applications elsewhere, AI carries benefits and pitfalls in its use among financial institutions.

By Brittany N. Cox, Associate Advisor at Nestlerode & Loy, Inc. I’ve read a few articles this week referring to America’s “inflation problem,” and feel it is worthwhile to […]

At a young age, it is easy to assume you have time until retirement and say you will start next year, or when you get a raise, or when you get your student loans paid off. But in reality, you need to start now. If you have a job and plan to retire, you should…

We have already seen impacts of the lower corporate tax rate that is part of the new tax legislation passed in December. In addition to benefiting corporations, the new tax policy will affect individuals in several ways.

How many financial decisions do you make in a healthy state of mind? . Be aware of your own decision fatigue. Ask yourself before making any decision concerning your finances if you are in a good state of mind to be making that decision.

Saving for retirement and for sending children to college are financial burdens for many Americans. This squeeze creates quite a dilemma – how to fund both? Should I even try to fund both?

This time of year involves a lot of wrapping. With holiday spending in full swing and tax season on its way, you’ll want to include a financial wrap-up, too.