Broker Check

Blog

Friday, May 26, 2023

Recently, there have been many headlines about the debt ceiling negotiations in Washington. If we look at history, America has never intentionally defaulted on its obligations as the debt ceiling has been raised over 100 times in the...

 

Monday, March 20, 2023

Financial markets were recently shaken as Silicon Valley Bank (SVB) failed on March 10th and they continue to be significantly volatile as investors are wondering what’s next.

 

Thursday, January 12, 2023

The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Everyone is looking for a fresh start.

 

Tuesday, November 8, 2022

Bear markets feel like they drag on and on which we know is very difficult to watch as investors.

 

Wednesday, September 14, 2022

Inflation. This word continues to make news headlines, impact economic policy decisions, and challenge individuals across our country. On September 13th, spurred by a higher-than-expected August inflation report, US stocks suffered...

 

Show All

Monday, August 1, 2022

We have noticed an increasing number of financial scams recently and want to remind everyone of three security tips that could help you avoid them.

 

Tuesday, July 5, 2022

It has been a challenging year so far. The S&P 500 Index started 2022 with its worst 6 months of a calendar year since 1970. There is no shortage of bearish headlines. Some of the smartest investors out there are urging caution and...

 

Wednesday, May 4, 2022

Let’s take a look at what’s going on today. We are two years into a global pandemic, commodity prices are moving upward, inflation has risen significantly, the Fed is raising interest rates, recession worries are spreading,...

 

Monday, February 22, 2021

“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic...

 

Thursday, October 1, 2020

Around this time of year, for you our family and friends, we had planned on having an Identity Theft Seminar to provide information on this fast-growing crime. Due to the current state of the world with the COVID-19 pandemic we thought...

 

Tuesday, May 26, 2020

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn...

 

Friday, April 3, 2020

April 2, 2020 Dear Valued Investor: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett The battle...

 

Tuesday, February 13, 2018

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...