Broker Check


Thursday, August 18, 2022

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride...

Friday, July 29, 2022

Equities have a history of producing higher returns than most other types of investment over time, though past performance is no guarantee of future results and there also have been extended periods in which they have not outperformed....

Monday, July 25, 2022

For the past year, supply-related problems contributed more to inflation than demand-related imbalances, but that may be changing soon. There are at least three factors that could change the course of inflation. First, the improvement...

Thursday, July 21, 2022

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs. Those members of...

Wednesday, July 20, 2022

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for...

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Wednesday, July 13, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Friday, July 1, 2022

America’s Founding Fathers created the foundation of a nation like no other. Each had goals and dreams, many with high expectations of what the United States of America could become. For today’s citizens, it may be possible...

Wednesday, June 29, 2022

Today, younger adults face a variety of challenges in their pursuit of financial independence. Some of these challenges are similar to those faced by previous generations, while others are unique to the times. Here are five financial...

Monday, June 27, 2022

2022 has been rough all-around for the American consumer. Not only are we battling decades-high inflation, but investors’ portfolios are off to one of the worst starts to a year in history as we near the halfway point. Our...

Wednesday, June 22, 2022

The bear market that started on June 13 has left the S&P 500 Index 23.5% below its January 3 high. After the initial positive reaction to the Federal Reserve’s first 0.75% rate hike since 1994 and tough talk on inflation,...

Monday, June 20, 2022

6 Tennis Tips To Help Make Your Retirement a Grand Slam Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in a tennis match may...

Thursday, June 16, 2022

Summer is here, and it could be time to hit the road on a new adventure. If you’re on a tight budget, you don’t have to give up your summer vacation dreams. Here are a few tips you may be able to use to create the perfect...

Tuesday, June 14, 2022

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks...

Tuesday, June 14, 2022

A regular program of disciplined financial practices can help you in the long-run Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness...

Monday, June 6, 2022

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of voices, we think the economy is slowing just like central bankers want but not shrinking. Further, we argue that a...

Monday, June 6, 2022

Annuity products have grown more sophisticated over the years to meet the demands of today's more sophisticated investors. Just as mutual funds grew in popularity as an alternative to certificates of deposit, the variable annuity was...

Thursday, June 2, 2022

College is expensive for many people. The average tuition and fees at a college or university for the 2019 to 2020 academic year at a four-year institution was $9,4001. This may include the cost of tuition, books, and housing. For some...

Wednesday, June 1, 2022

At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. If you prefer another market cliché, it’s times...

Tuesday, May 31, 2022

Reading a homeowners insurance policy for the first time can be intimidating. With all the jargon, exclusions, and conditions you'll encounter, you may start thinking that Mom was right--you should have gone to law school after all....

Thursday, May 26, 2022

What recent graduates (and their parents) need to think aboutSpring is here, summer weather has begun (in many places), and graduation time has arrived.  Across the country, students are finishing their high school, college, and...

Wednesday, May 25, 2022

Tuesday, May 24, 2022

Friday, May 20, 2022

Thursday, May 19, 2022

Monday, May 16, 2022

Thursday, May 12, 2022

Tuesday, May 10, 2022

Wednesday, May 4, 2022

Monday, May 2, 2022

Monday, April 25, 2022

Monday, April 25, 2022

Sunday, April 24, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Monday, April 11, 2022

Saturday, April 9, 2022

Wednesday, April 6, 2022

Tuesday, April 5, 2022

Thursday, March 31, 2022

Monday, March 28, 2022

Tuesday, March 22, 2022

Thursday, March 17, 2022

Monday, March 14, 2022

Monday, March 14, 2022

Friday, March 11, 2022

Monday, March 7, 2022

Monday, March 7, 2022

Monday, February 28, 2022

Thursday, February 24, 2022

Thursday, February 24, 2022

Thursday, February 24, 2022

Tuesday, February 22, 2022

Thursday, February 17, 2022

Thursday, February 17, 2022

Wednesday, February 16, 2022

Thursday, February 10, 2022