Broker Check

Blog

Friday, January 26, 2018

For millions of Americans and businesses it means an altered financial and investment landscape with new opportunities and challenges in the years ahead. Keep in mind, however, that the information in this material is not intended as tax...

 

Monday, December 18, 2017

BUDGETING AFTER A DIVORCE

 

Monday, November 13, 2017

If you look up “currency” in Merriam-Webster, you will find it defined as “the money that a country uses” and “the quality or state of being used or accepted by many people.” Recent news stories...

 

Monday, November 6, 2017

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...

 

Monday, October 2, 2017

Benjamin Franklin once said, “a penny saved is a penny earned.”¹ The modern upgrade to that observation might be that $100 not spent is more like $143.² One way to find the money to meet your spending or saving...

 

Show All

Tuesday, August 29, 2017

In a recent study, 88% of millennials admitted that financial decisions are a source of tension in their relationship with a spouse or partner. This could help explain why some experts say financial problems are the #1 reason marriages...

 

Tuesday, August 8, 2017

The growth of exchange traded funds (ETFs) has been explosive. In 1998, there were only 29; near the end of 2016, there were 1,700 investing in a wide range of stocks, bonds, and other securities and instruments.¹ At first glance,...

 

Monday, July 17, 2017

CHOICES FOR YOUR 401(K) AT A FORMER EMPLOYER One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have...

 

Wednesday, May 31, 2017

Many individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important. Although this trend...

 

Tuesday, May 23, 2017

With children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the...

 

Monday, May 15, 2017

A growing family, by definition, means growing financial obligations — both in the present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. AUTO When a...

 

Monday, May 15, 2017

Graduation season is upon us. The transition to "adulthood" is an exciting new stage that marks true independence and typically comes with a new job, new apartment, and hopefully a paycheck! Most students and young adults hardly...

 

Monday, May 15, 2017

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if any changes are in order, as well as consider new...

 

Tuesday, April 25, 2017

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime “Travel is the only thing you buy that makes you richer.”¹ – Unknown Have you been saving for a once in a life time trip? With summer just around the...

 

Monday, April 17, 2017

//

 

Monday, April 3, 2017

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.