Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, November 21, 2022

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Thursday, October 13, 2022

Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated....

Thursday, September 8, 2022

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

Friday, July 8, 2022

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

Tuesday, June 28, 2022

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

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Tuesday, May 10, 2022

Sunday, March 27, 2022

Wednesday, March 2, 2022

Thursday, February 17, 2022

Tuesday, February 15, 2022

Thursday, January 27, 2022

Thursday, January 6, 2022

The growth of exchange-traded funds (ETFs) has been explosive. In 2002, there were only 102; by 2020, there were over 7,000 investing in a wide range of stocks, bonds, and other securities and instruments.

Tuesday, November 16, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Thursday, September 23, 2021

People often ask me if they should refinance their house. It isn't always an easy answer. There are many factors that need to be considered. To help you decide, you can download our handy Flowchart to see if it makes sense.

Friday, May 28, 2021

The 529 College Savings plan is an incredible planning tool. As a parent who has actually used these accounts to pay for my kids college, I have seen first hand how useful they can be. Grandparents will often ask if they should...

Saturday, November 10, 2018

These days we have quite a few websites that have passwords. Additionally, we have many digital assets stored on the web. Things like ebooks, music, and movies can be accessed online. What happens to these things when you pass away?...

Monday, October 29, 2018

Normally, you can not roll over another person's IRA into your own. If you inherit an IRA from your parents, for example, you need to put it into an inherited IRA. However, the spousal roll over is an option for married couples. The...