Broker Check

Blog

Wednesday, June 12, 2024

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right" university or college is that opportunity. Unfortunately, being accepted to the college of one's choice may not be...

Tuesday, April 9, 2024

Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with children from previous...

Wednesday, February 21, 2024

Have you ever switched jobs? Research shows that the average American employee switches jobs over 12 times by the time they turn 54.1 Changing jobs can mean that many Americans have old 401(k) plans, which may not be properly...

Sunday, January 21, 2024

As a financial advisor, I’m a big believer in checklists. They help me stay organized, keep my priorities straight, and ensure that everything I need to do for you gets done.  It’s 2024!  A new year means new...

Saturday, December 23, 2023

Are you ready to make 2024 the year you take control of your finances? It's time to set some essential goals that will put you on the path to financial success. Whether you want to tackle your debt, start saving for a big purchase, or...

Show All

Thursday, November 9, 2023

The holiday season is a time of joy, celebration, and generosity. But it can also be a time of stress, anxiety, and overspending. If you want to enjoy the holidays without breaking the bank, here are some tips to help you be...

Thursday, September 14, 2023

  Last week, union workers’ contracts expired without an agreement between the union and company managements on a new contract. Lacking a resolution, UAW organizers made good on their threat to launch strikes at three...

Tuesday, June 27, 2023

Perhaps you'd like to be saving for retirement in a Roth account, but you earn too much to contribute directly to a Roth IRA. And maybe you don't have access to a Roth 401(k) plan at work. In that case, you may want to learn more about...

Wednesday, June 21, 2023

If you're a woman making all of the financial decisions for your household, you're in the majority. More than half of American women have primary responsibility for household finances. Whether you're just starting out, have a...

Sunday, May 21, 2023

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the markets. It’s no surprise then, that many of my...

Wednesday, April 26, 2023

Spring is here, and along with beautiful weather comes an opportunity to do some much-needed annual cleaning. While many things in our technology-driven lives have moved online, we all still accumulate a significant amount of paper...

Thursday, April 13, 2023

Have you ever heard the stock market be compared to a roller coaster?  There’s a good reason for this.  While sometimes the markets will go through long, relatively flat periods, there are also times when they will rise...

Monday, March 13, 2023

It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the...

Sunday, March 12, 2023

For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget....

Monday, March 6, 2023

Married, but filing separately: A growing number of American are choosing to submit their taxes independent of their spouse...

Tuesday, January 24, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up to...

Monday, January 9, 2023

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.

Sunday, October 23, 2022

It's true that the midterms somewhat impact the markets, but that doesn't mean we should change or abandon our strategy. Make no mistake: This is an important time of year. It's a time when we get to decide the direction of our country.

Sunday, August 21, 2022

Investing in the stock market can be volatile, which may tempt some investors to pull out of the market to avoid the bad days. However, it is impossible to predict when good and bad days will happen. This chart shows the potential...

Thursday, June 23, 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.

Wednesday, May 25, 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.

Wednesday, May 25, 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.

Tuesday, May 24, 2022

Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn't done. There are a few more steps you should take to incorporate your home into your greater financial...

Monday, May 16, 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...

Wednesday, April 6, 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...