Broker Check

Blog

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, April 26, 2021

As the country moves forward from the effects of the Coronavirus and the 2020 elections, it is time to consider potential key tax law changes that may affect you in 2021 and beyond. Given the 2020 election results and the Tax Cuts and...

 

Friday, February 19, 2021

Cryptocurrency from an investment stewardship perspective Overview In 2017, a relatively new “investment” called cryptocurrency garnered a tremendous amount of media attention, most notably Bitcoin. While Bitcoin lost media...

 

Tuesday, January 12, 2021

The New Year brings exciting things and provides a chance for us to revisit our priorities and redefine or realign our goals. I think we are all curious as to what this year will hold especially given what we faced last year. I believe...

 

Wednesday, December 16, 2020

We are halfway through December and 2020 is ending. But, it looks like we will end 2020 on a very positive note with a distribution of the first rounds of the Covid 19 Vaccinations. On Sunday, the initial supplies of the Pfizer...

 

Monday, October 19, 2020

Happy FALL! Cooler temperatures are definitely here … so the other day I was enjoying a great hike while listening to a very interesting podcast by Michael Kitces regarding the 4% Rule for income distributions in retirement. On...

 

Show All

Monday, October 19, 2020

What a year 2020 has been, first a pandemic that brought about a global world economic shutdown and now we face not only cooler temperatures but also a very heated Presidential election. As we climb out of 2020 and look ahead into 2021...

 

Monday, July 27, 2020

Happy July! I hope you are enjoying your summer. We have faced a great deal this year to say the very least! But I truly believe brighter days are ahead and good things will come. Despite what the media tells us, I wanted to breakdown...

 

Friday, July 17, 2020

It is hard to believe that we are over half way through 2020! There is no doubt that this year has been quite a ride already and I do not anticipate this changing in the near future. In times of external chaos I believe it is important...

 

Wednesday, July 8, 2020

Are you thinking of Retiring? You may be mentally or emotionally ready but are you FINANCIALLY ready? Retirement is a truly exciting time in life. It is a time to begin living life on our own terms. If you are thinking about retiring...

 

Wednesday, June 17, 2020

WOW! We are already over halfway through the year. We have a seen a lot this year. As a look back to January and February, it feels like it was years ago, although time has flown by over these last several months and I find it hard to...

 

Wednesday, June 17, 2020

Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...

 

Saturday, June 6, 2020

I know that we have faced a lot in these recent months… from a global pandemic, to worldwide economic shutdown, and a huge drop in the global financial markets. Now as businesses throughout our country are continuing to reopen...

 

Thursday, May 28, 2020

Ditch the worry and begin taking Action on your Financial Plan! I have a free offer of you! These days there are many things in our lives that are out of our control, like our ability to socialize, the volatility of the stock market,...

 

Friday, May 22, 2020

We have all gone through a lot in these last months, from a vibrant strong economy to a complete worldwide economic shutdown. The world we knew is no longer and we are entering into a new “normal.” As the country begins to...

 

Wednesday, April 8, 2020

I have been thinking about you and I know you have been inundated with information these days on the Pandemic, but I wanted to highlight some important information for you about the Federal Coronavirus Relief Act (CARES ACT). Please...