Broker Check


Monday, September 26, 2022

Have you ever heard the expression, "What's the smart money doing?""Smart money" is an expression that often refers to experts and suggests that well-informed people have a better perspective on current events and what actions to take....

Monday, September 19, 2022

I was finishing my golf season with a college buddy at a member-guest.  We came up a little short, but it was a fun way to wrap up my competitive golf season...

Monday, September 12, 2022

I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...

Thursday, August 18, 2022

So often my conversations surround the potential of principal loss when it comes to investing. Rightfully so, there is no shortage of examples and studies around human beings feeling loss twice as much as the joy of gain. I don't see...

Wednesday, August 17, 2022

These days, an encouraging word can feel like a relief. Here are a few positive stories I’ve noticed lately – like an “everything bagel” sprinkled with good news.I saw a recent report in The Guardian about the...

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Friday, August 5, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Wednesday, August 3, 2022

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...

Friday, July 15, 2022

A survey of Baby Boomers found that due to the pandemic, 52% of those who are not yet retired are concerned about being able to retire.

Tuesday, July 12, 2022

Consolidating and simplifying your portfolio may help you keep track of assets and stay on top of your portfolio's results more easily. Complex investments may cause you to make a mistake—and some errors might be costly.

Wednesday, July 6, 2022

When it comes to retirement planning, financial professionals find that the same issues come up over and over. Here are seven considerations that every investor should think about when it comes to retirement planning.

Wednesday, July 6, 2022

As your children grow older, it's important to share key financial, medical, and estate planning information with them. Awareness of this information can help you be confident that your affairs will be managed if needed.

Wednesday, July 6, 2022

ESG (Environmental, Social, and Governance) investing uses the same principles as socially responsible investing. However, ESG screening takes it one step further by selecting measurable ESG factors of each company.

Wednesday, July 6, 2022

Through charitable giving, you can support causes you believe in and lock in tax benefits simultaneously. The giving methods you choose, what you give, and when you give can help you maximize your impact and minimize your tax burden.

Wednesday, July 6, 2022

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax.

Monday, June 27, 2022

What will you look for as you approach your "golden" years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing course outside your door? An affordable condo on the golf course with room for...