Broker Check


Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, April 17, 2024

Which is the right investment account type for you: Traditional or Roth IRA? What a great topic to cover as we have just finished the official tax season. So often I am asked whether to own and/or contribute to a Traditional (or...

Wednesday, January 31, 2024

2024 brings new tax laws and retirement plan contribution limits. Are you up-to-date on these latest changes?

Tuesday, January 2, 2024

What did we learn from 2023, and will that help us predict this year?

Thursday, November 2, 2023

What makes a great financial plan? It's easier than you think.

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Thursday, October 12, 2023

What do we all want in our future?

Thursday, August 17, 2023

Tax Laws are also changing. Here's a few helpful reminders as we start the second half of the year.

Thursday, June 29, 2023

Puzzling is a great hobby. But where would we be without the box?

Wednesday, June 7, 2023

Where Are You Going?

Monday, May 8, 2023