Broker Check


Wednesday, November 15, 2023

When to begin receiving Social Security payments is one of the most important financial decisions people must make as they get closer to retirement.

Wednesday, November 15, 2023

A responsible person shouldn't manage their financial life without a well-structured plan, just as a prepared tourist wouldn't set out on a cross-country road trip without a clear itinerary and destinations in mind.

Monday, November 13, 2023

Understanding the power of compounding investments and getting started early may make a huge difference in your ability to reach your financial goals, whether you are just starting out on your financial path or have already made progress.

Wednesday, November 8, 2023

Many people have the idea that retirement will be a period of relaxation, fulfillment, and well-earned rest. However, your financial security may be jeopardized if you decide to leave your work or retire too soon.

Wednesday, November 1, 2023

The employer match, which is a payment your company provides to your retirement account based on your own contributions. Missing out on this match could cost you a big opportunity to increase your retirement savings.

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Tuesday, October 31, 2023

The temptation of big returns can be seductive in the world of investment. In this article, we examine the reasons why chasing investing returns is viewed negatively by investors and the dangers it may pose.

Monday, October 30, 2023

Your investment portfolio may experience unanticipated risks and worse than ideal outcomes if it is not regularly rebalanced. In this article, we examine how failing to rebalance your portfolio can harm your ability to succeed financially.

Thursday, October 26, 2023

In this article, we look at methods for calculating retirement withdrawals and the risk factors for running out of money in retirement.

Thursday, October 26, 2023

The delicate art of investing necessitates a calculated approach to risk and reward. A too-strong tilt in either direction might have unfavorable effects on an investment strategy.

Thursday, October 26, 2023

Investor profits can be eroded and financial goals can be derailed as a result of poor tax preparation, which has a significant negative effect.

Friday, September 30, 2022

How have things changed since June? – I discussed what I felt are the 3 main catalysts for the market going up or down. What are current market conditions and what should I expect? What should we be doing and what SHOULDN’T we be doing?

Thursday, June 16, 2022

As of today, June 16th, the S&P 500 Index is down 23.55% from its January 3rd peak, the NASDAQ is down a stunning 33.70% from its November 19th peak. 431 of the S&P 500 Stocks are down year-to-date. The Russell 2000 Index, small cap...