Broker Check


Monday, August 28, 2023

Your life insurance needs depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals.

Monday, August 28, 2023

As Americans grapple with the challenges of dwindling purchasing power, credit cards have become a popular way to bridge the financial gap. This has led to a startling surge in credit card debt.

Monday, August 28, 2023

A will is an important document most people don’t want to think about, but it’s crucial to have in place to protect your assets and ensure your loved ones receive what you want them to.

Monday, August 28, 2023

Investing in financial markets requires a proactive approach, and one key aspect of maintaining a healthy investment portfolio is conducting periodic reviews.

Tuesday, August 1, 2023

Credit card debt is a major problem in the United States. According to the Consumer Federation of America, 83% of all households have at least one credit card. In addition, the Federal Reserve Bank of Boston estimates that there are...

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Tuesday, August 1, 2023

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...

Tuesday, August 1, 2023

What is it? Even if you've always handled your family's finances, you may be overwhelmed by the number of financial matters you have to settle in the weeks or months following your spouse's death. While you can put off some of these...

Tuesday, August 1, 2023

As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may put you ahead of the game when it comes to managing your finances. Below are a few ways engineers could apply their...

Thursday, July 27, 2023

Managing your budget down to the penny builds the kinds of habits that help you stay in control.  By paying attention to the little things, the big things will fall in line.

Thursday, July 20, 2023

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective.

Thursday, July 13, 2023

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.

Thursday, July 6, 2023

The Fed has several mandates, including managing the nation's monetary policy to promote stable prices and maximum employment. Sometimes, those two jobs can conflict.

Thursday, June 29, 2023

Market timing is exhausting. And sometimes, it can be expensive. When you time the markets, you have to be right twice – first when getting out and second when getting back in.

Thursday, June 22, 2023

The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.

Thursday, June 15, 2023

Here’s a riddle. “I’m a two-word phrase that we heard almost every day for two years, but it has dropped from almost all economic talk in 2023?”

Thursday, June 8, 2023

Now that the debt ceiling negotiations are behind us and President Biden has signed the measure, what will Wall Street's wandering eye focus on next? Inflation? Interest rates? Recession? Artificial intelligence?

Thursday, June 1, 2023

So are we in one? Technically, no.

Thursday, May 25, 2023

Memorial Day is about honoring the brave service members who made the ultimate sacrifice while serving our country. Every year, I'm reminded of how deeply grateful I am for their courage and humbled by their dedication to securing our...

Thursday, May 11, 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, May 4, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along.

Thursday, April 27, 2023

From my perspective, we can't hear the word "better" enough in the weeks ahead.

Thursday, April 20, 2023

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.

Thursday, April 13, 2023

If you're an investor looking for something to worry about, you never have to go more than a few days on Wall Street.As you can see from the accompanying chart, 11 economic reports are scheduled for release during 19 trading days in...

Friday, April 7, 2023

It can be pretty easy to find things to worry about in today's economy. For example, according to the Consumer Price Index (CPI), the average price of eggs increased by 60 percent in 2022. That means their price rose faster than almost...

Thursday, March 30, 2023

Jerome Powell is a man of his word. And the financial markets believe that's an excellent trait for the Federal Reserve Chairman.

Thursday, March 23, 2023

Many investors may be tempted to react in the wake of both the Silicon Valley Bank and Signature Bank's financial troubles. After all, the unprecedented events of last week would test the mettle of even the most seasoned investor.The...

Thursday, March 16, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...

Thursday, March 9, 2023

Last night was an amazing gathering of wonderful women (and a few men) to celebrate International Women's Day.  We had a great presentation from Chris at MFS, and we shared good food & good conversation.  Beyond that, I want...

Thursday, March 2, 2023

One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....

Thursday, February 23, 2023

Financial infidelity happens... and dealing with the aftermath can be painful.

Friday, February 17, 2023

We love spending time with our clients, and our next big event will be a celebration of all the amazing things women do every day!

Wednesday, February 8, 2023

It still has that new website smell!

Wednesday, January 18, 2023

A clear understanding of what wealth looks like to you may help you build a financial strategy.

Tuesday, January 10, 2023

If you’re in your 50s and haven’t done much to save for retirement, you still have time.

Friday, January 6, 2023

SECURE 2.0 was tucked in the $1.7 trillion federal spending bill, so as more people become familiar with the legislation, expect more details to emerge.