Broker Check


Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Thursday, May 16, 2024

For more information about life insurance contact me 928-358-4314 or

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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....

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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.

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