Broker Check


Wednesday, June 5, 2024

Discover how to redefine retirement beyond finances. Embrace a purposeful life filled with joy, service, and fulfillment. Transition from career to meaningful engagement. Read more on crafting a retirement that enriches your golden years. V

Wednesday, May 8, 2024

In the spectacle of anticipation that is the NFL Draft, one glaring truth emerges as time passes and each draft class becomes the stars of yesterday: even the most seasoned experts can't foresee the future accurately.

Thursday, May 2, 2024

Have you ever noticed how similar ingredients can yield vastly different outcomes?

Wednesday, April 17, 2024

Discover the nuanced approach to investing in presidential election years. Focus on personalized strategies tailored to your goals, not market speculation. #Investing #ElectionYears

Tuesday, March 26, 2024

Stock prices are off to a solid start in 2024. But that shouldn’t have you rethinking your strategy...

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Wednesday, January 31, 2024

Being careful with your personal data means more than just shredding your documents. Share these reminders with friends and family and help protect against identity theft.

Friday, January 5, 2024

Learn how to manage your cashflow like a pro with these tips on choosing the best app for your needs. Find out how to connect your data, plan your spending, and achieve your goals with ease.

Wednesday, December 27, 2023

What happened to “higher for longer?"

Thursday, September 28, 2023

In recent weeks, oil prices have rallied higher, and the Fed indicated higher interest rates may be here for a while. And there’s a headline risk that lawmakers may struggle to get a budget passed, which may lead to a short-term government

Wednesday, August 23, 2023

Why is August a volatile month?

Wednesday, July 26, 2023

Core CPI, which excludes volatile food and energy prices, rose just 0.16 percent for the month, the lowest reading in more than two years and a significant downside break.

Wednesday, July 12, 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.

Wednesday, June 7, 2023

While Wall Street's attention will shift from topic to topic, expect our conversations to stay pretty much the same. We will continue to focus on your matters of importance and the habits that promote financial peace and wellness.

Monday, May 1, 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. Stock prices rallied at the end of April after the Commerce...

Monday, April 10, 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.

Wednesday, March 22, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds.

Wednesday, February 1, 2023

Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder.

Thursday, January 26, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.

Friday, January 13, 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.

Friday, September 2, 2022

Be Aware: As more details are released, scams may also pop up. Remember to practice caution and good business sense if someone contacts you about your student loans.

Wednesday, August 31, 2022

Some of the stock market’s most challenging events have hit in September and October, and other seasonal trends can also play a part.

Monday, August 22, 2022

You may have heard the saying, “inflation hurts savers and benefits borrowers.” The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...

Tuesday, June 21, 2022

What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.Investors initially...

Wednesday, June 8, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Friday, May 6, 2022

As your financial professional, I understand that volatility can cause anxiety, and it can be tough to sit still when it’s happening. But as we’ve seen lately, it may sometimes be best to tune out the noise and...

Wednesday, May 4, 2022

"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.

Wednesday, April 20, 2022

This recent inversion in the yield curve and inflation soaring above 7% have left some investors wondering whether to adjust their investment strategy.

Wednesday, March 30, 2022

With the price of gasoline trending higher, it may be tempting to attribute these prices to the global economic disruptions caused by Russia's aggression toward Ukraine.

Thursday, March 10, 2022

2022 is off to a challenging start for most investors. Stock prices have been down 6 of the past 9 weeks, and the major averages are either in or teetering on correction territory. Bond prices are lower, and yields are higher, which...

Tuesday, March 1, 2022

Tuesday, February 15, 2022

Wednesday, January 26, 2022