Broker Check


Saturday, August 19, 2023

The stock market rebound has significantly increased the number of workers with $1 million or more in their workplace retirement accounts.

Wednesday, May 10, 2023

Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be resolved. But how long will that shift in focus last?

Wednesday, April 12, 2023

Don't hold a surprise birthday party for Jerome Powell. He would hate it. And if you plan on visiting the Fed Chair, call first. He doesn't like surprises.

Thursday, March 23, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.

Tuesday, February 28, 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...

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Tuesday, January 31, 2023

"Is the bear market over?" That's a question we have been asked a number of times in recent weeks. And our answer is the same, "Let's give it a little time. "But people are quick to remind us that stocks are off to a good start in 2023,...

Wednesday, December 14, 2022

How large should an emergency fund be? There is no “one-size-fits-all” answer. The ideal amount may depend on your financial situation and lifestyle. For many a good rule-of-thumb is 3-6 months of expenses.

Wednesday, February 19, 2020

Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most-basic tenets of sound investing involves the simple habit of...