Broker Check


Friday, August 5, 2022

Wills are something that everyone should have, regardless of wealth or health status! Why? Because when it comes time, your loved ones should be more focused on...

Friday, June 24, 2022

During periods of volatility in the stock market, you may have doubts about your long-term investment strategy. Here are a few tips to help you avoid common pitfalls and stay on track toward achieving your financial goals.

Friday, May 27, 2022

The Market Perspective charts provide data that I think you will find to be helpful. Do not hesitate to call if you have any questions about the market or your portfolio. We are always here to help guide you during these difficult times.

Thursday, May 26, 2022

I've provided a few charts that show what we typically see during Midterm elections. I hope you find these helpful. As always please reach out if you have any questions, or if we can help you in any way.

Thursday, April 7, 2022

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

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Tuesday, March 15, 2022

As the Federal Reserve contemplates its next steps, it’s keeping a close eye on the war in Ukraine and the implications for the U.S. economy. The war, however, hasn’t changed the Fed’s playbook: The central bank will...

Wednesday, March 2, 2022

In my office hangs a poster that I bought in 1999 at the Museum of the Revolution in Moscow. It’s long been a conversation piece and a memento from my post-college days, when I visited Russia to do research as a political analyst...

Wednesday, February 16, 2022

Investors and policymakers hoping for signs that inflation is cooling were undoubtedly disappointed last week. The latest Consumer Price Index (CPI) release showed that inflation is not only picking up speed — climbing by a...