Broker Check


Tuesday, March 21, 2023

With the recent news of Silicon Valley Bank’s failure, we are seeing the first significant stress to the financial system since 2008. We'll discuss the key differences and reasons we don't foresee a similar crisis today.

Tuesday, July 26, 2022

If you stick to the headlines, you may think that it's all Gloom and Doom but if you look between the lines there are plenty of silver linings for the economy.

Friday, May 20, 2022

Since the beginning of the year, the markets have been rattled by persistently high inflation and the question of how the Federal Reserve might respond.

Friday, April 22, 2022

Hopes of post-pandemic peace and prosperity were dashed on February 24th when Russian President Vladimir Putin ordered the invasion of Ukraine.

Thursday, February 3, 2022

How can you avoid becoming a victim? The Federal Trade Commission highlights four elements that can help you spot a scam.

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Wednesday, January 19, 2022

Happy New Year, and welcome to 2022! Let’s take a moment to summarize what happened in the markets and wrap up 2021.

Thursday, December 9, 2021

The holidays are always hectic but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come our way.

Monday, November 8, 2021

Everyone should have an estate plan or a will.  There are several reasons, but let’s touch on the most important.

Tuesday, September 7, 2021

In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law.

Wednesday, August 4, 2021

Are you on track to retire comfortably? What are your financial goals? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings?

Thursday, June 10, 2021

Did you buy your home many years ago? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in your home.

Thursday, May 20, 2021

We tend to think about charitable donations around the holidays when it’s year-end and your gift to a charity may be sparked not only by your desire to help others, but by tax planning strategies.

Thursday, April 15, 2021

One year ago, the World Health Organization had recently declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.”

Thursday, March 25, 2021

Financial matters are an important part of any couple’s relationship. Face them head on. For some couples, this will be second nature. For others, it’s a challenge, but we’re here to help.

Monday, December 21, 2020

I know it’s one of the busiest times of the year and we have discussed year-end planning in prior conversations, but let’s concentrate on taxes before the new year begins.

Tuesday, December 1, 2020

Due to tax changes introduced by the SECURE Act and the CARES Act within the past year, it’s more important than ever to evaluate your long-term tax planning strategy. 

Wednesday, November 18, 2020

For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and its fallout, economic upheaval, racial tensions, wildfires, hurricanes, a presidential election, and a polarized electorate.

Monday, September 28, 2020

The momentous events of the past few months have upended the traditional cadence of an American presidential election year, however the 2020 campaigns and elections will still go on.

Friday, August 28, 2020

With the pandemic changing our ways of life, here are some resources to have a financial peace of mind.

Friday, August 7, 2020

We plan to discuss the disconnect between the economy and the markets, and our perspective on the near and long-term outlook.

Tuesday, August 4, 2020

Review and update your financial plans. Make an appointment with us to discuss any recent changes or ongoing concerns regarding your cash flow, mortgage, tax issues, employment situation, or retirement plans.

Wednesday, July 1, 2020

You can now return unwanted RMDs to reduce your tax burden in 2020.

Thursday, June 25, 2020

Join us to discuss the economy and the markets, our perspective on the strong rally in stocks since the March lows and timely financial planning opportunities.

Thursday, May 7, 2020

The pandemic, an economic shutdown, and an uncertain future have many investors on edge. Join our virtual meeting: Maintaining Perspective in a Crisis- How to Make Rational Decisions When the World Is Falling Apart

Wednesday, April 8, 2020

As the world continues to respond to the ongoing pandemic, many governments have committed substantial resources to slowing its spread while protecting their people's access to necessities.

Tuesday, March 24, 2020

While each passing day brings us new details about COVID-19 and global response efforts, I will continue to keep you updated on our office operations and our commitment to ensuring our quality of service to you.

Wednesday, March 11, 2020

I'm happy to report that the portfolio changes we have made over the past year are paying off. As we had mentioned before, we have been more conservative in our overall portfolio.

Saturday, March 7, 2020

Since we are not able to have in-person meetings and events.

Tuesday, February 25, 2020

I assume you have been following the news lately, about the Coronavirus epidemic. We have been monitoring the Coronavirus outbreak and we have been deliberating upon proactive measures to mitigate possibly elevated risk exposure.