Our Blog - Surety Matters

Fraud happens in every kind of business—and despite regulations, the surety bond industry is no exception. Following an investigation by the Federal Bureau of Investigation and the New Hampshire Insurance Department, last week a man…
Read Moreabout Combating Fraud In the Surety Bond Industry

Even in routine times, the “stop-go” of construction projects is painful—especially for small business contractors. Just winning a bid is generally time-consuming—then, a host of other dynamics, from supply chain lags to delays in public…
Read Moreabout Construction Matters: Fast or Slow?

Words like “conservatorship,” “conservator” and  “conservatee” most commonly hit the news when celebrity cases are in motion.  Though these cases might tap our curiosity, we are more likely to find cases down the road, across…
Read Moreabout Who Is a Conservator? What is a Conservator Bond?

Everyone has activities they enjoy doing—and the variety is fun to consider. Perhaps you enjoy whipping up artisanal cocktails to share with friends. Or, maybe you can’t wait to go fishing in your free time….
Read Moreabout Got a Hobby? Get Licensed and You May Have a Business Too!

The Population Research Bureau projects that by 2060 (just 40 years from now), there will be 95 million Americans older than 65. That’s an increase of 52 million people from 2018! Who will care for…
Read Moreabout Our Aging Population: The Important Role of Guardians

If a family member or friend has asked you to execute their estate for them upon their death, chances are that, like most people, you said, “of course” without really thinking about your duties. Understandable….
Read Moreabout Executing A Will: Are You Ready?

A Guardianship is a legal procedure used to safeguard people who cannot take care of themselves due to incapacity, disability, or infancy. A court will select a legal guardian to care for the ward. Legal guardians exercise…
Read Moreabout Guardianship of a Minor vs. Guardianship of an Elderly or Incapacitated Person

A lost instrument bond, also known as a lost deed or a lost note bond, is required for a misplaced or stolen financial instrument. Before financial institutions issue a replacement of the missing instrument, they may require…
Read Moreabout What Counts as a Lost Instrument?

What does it take to achieve the status of a Registered Investment Advisor or an RIA? According to Investopedia, individuals who are eager to work as “independent financial advisors to individual investors, to manage assets…
Read Moreabout How Do I Become a Registered Investment Advisor (RIA)?