Broker Check


Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Show All

Thursday, January 25, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Friday, December 15, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Friday, December 1, 2023

When it comes to your estate plan, you don’t just have it drafted and put away until it is time for your loved ones to manage your lifetime of affairs. As your world changes year by year, it is critical that you review your...

Friday, December 1, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be from trading...

Friday, December 1, 2023

As high school comes to an end, a new chapter of life awaits high school seniors. It's an exciting and transformative time, but it also brings about new responsibilities and financial challenges. Developing good financial habits early...

Friday, December 1, 2023

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential. So why not use the New Year's holiday to turn these goals...

Tuesday, November 14, 2023

For founders and investors in start-ups, qualified small business stock (QSBS) offers a significant tax advantage that can be likened to a generous gift from the IRS. This tax provision allows shareholders to potentially realize...

Tuesday, November 14, 2023

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas where reviewing may...

Tuesday, November 14, 2023

Major considerations How much will you need in retirement? When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you...

Monday, October 23, 2023

One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years their business operates,...

Wednesday, October 18, 2023

Losing one's significant other is one of the most stressful of all possible losses, even if you've had some time to emotionally prepare for it. And while it can be tough to do more than put one foot in front of the other, losing a...

Monday, October 9, 2023

What is long-term care? In general, long-term care refers to a broad range of medical and personal services designed to assist individuals who have lost their ability to function independently. The need for this ongoing care arises...

Wednesday, October 4, 2023

For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.

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.

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

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

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.

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...

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

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

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...

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.