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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

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News

Meet Salim Ramji, Who Is Going to Oversee the Retirement Assets of Tens of Millions of Americans

The first outsider to run Vanguard needs to win over the Bogleheads. Colleagues say he can....

Too Big or Not Enough? China Housing Bailout Treads a Fine Line

Beijing will try to provide enough support to absorb unsold apartments while not sparking a new bubble....

Market Froth Is Getting Extreme. Just Look at Meme Stocks.

When there’s a lot of money sloshing around the economy, it’s easy for new ideas to attract speculative money—and some of those ideas are just dumb...

Does Staging Your House Really Help It Sell for More Money?

Demand for home stagers is rising—and so are prices....

The Score: GameStop, Walmart, Reddit and More Stocks That Defined the Week

Here are some of the major companies whose stocks moved on the week’s news....

Goldman Sachs, Microsoft Power Dow Industrials to 40000

A broad rally across sectors leads the blue-chip stock index to new highs....

The Next Grand Theft Auto Is a Lucrative Moving Target

Take-Two’s shifting forecasts have spawned a long waiting game, but a big payoff still likely....

Why Utilities Are Lighting Up the Stock Market

Utility stocks are suddenly white hot, thanks largely to artificial intelligence’s thirst for electricity. Investors accustomed to thinking of the sector as sleepy and safe need to realize the game...

The Medicare Bubble Has Burst

The government health insurance program had been a gold mine for private insurers until recently....

You Made a Mistake in Your Taxes. Now What?

The rules around amending a return can get complicated. Here’s what you need to know....