Broker Check


Thursday, June 16, 2022

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

Wednesday, May 18, 2022

Thursday, May 12, 2022

Monday, April 4, 2022

Wednesday, March 30, 2022

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Tuesday, February 15, 2022

Wednesday, February 9, 2022

Wednesday, February 9, 2022

Wednesday, February 2, 2022

Thursday, January 27, 2022

Thursday, January 13, 2022

Monday, January 3, 2022

Saturday, September 4, 2021

The Importance of Charitable Giving Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to...

Monday, August 16, 2021

What Can A Financial Professional Do for Non-Profits? As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a...

Thursday, July 29, 2021

Changes to Medicare in 2021: What Recipients Should Know For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have...

Thursday, July 22, 2021

The Crazy Cost of the Olympic Games Since the first modern Olympic games in 1896, the competition has been a prestigious honor for the hosting country, but also a significant economic and structural undertaking. Billions of dollars are...

Saturday, July 3, 2021

Unique Monuments to Visit This Fourth of July Monuments mark an important part of America’s historic past, and there are currently over 100 national monuments across the nation—all worth visiting multiple times over. This...

Friday, July 2, 2021

Green in the City: America’s Best Urban Parks From the Belvedere Castle in Central Park to the herds of roaming buffalo in Golden Gate Park, the US has no shortage of beautiful green spaces in its cities. You might not think of...

Saturday, June 26, 2021

Insurance Awareness Day

Friday, June 25, 2021

How Can You Qualify for Student Loan Forgiveness? From March 2020 through at least September 30, 2021, the interest rate on federal student loans has been set to zero percent, providing many loan holders with some much-needed breathing...

Monday, June 14, 2021

Donor-Advised Funds: A Solution to Gifting with Tax Benefits Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many...

Saturday, June 5, 2021

College Planning Isn’t Just About How to Pay for College As college costs keep rising, parents are looking for ways to provide funding for their child’s education and determine what institution will prevent them from taking...