Broker Check


Thursday, June 22, 2023

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)BodyGetting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones....

Wednesday, June 14, 2023

Navigating the Costs of Senior Care: Tips for Preparing for Long-Term CareBodySenior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U...

Wednesday, January 11, 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...

Friday, December 2, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...

Wednesday, September 14, 2022

Explanation of how bonds and fixed income investments work generally.

Show All

Wednesday, September 14, 2022

My explanation of how stocks work.

Wednesday, September 14, 2022

Thursday, September 10, 2020

Wednesday, September 9, 2020

How the recent CARES Act will affect you.

Monday, September 7, 2020

My opinion on who elections affect the markets.

Monday, August 31, 2020

Sunday, August 30, 2020