Broker Check


Tuesday, June 18, 2019

Health Savings Account Trifecta Winning the trifecta in horse racing means picking the top three horses to win the race. Winning the trifecta in personal finance could mean investing in a health savings account.


Monday, March 4, 2019

In today's digital world, we live our lives through usernames, passwords, and several security question answers. Because of this, we could potentially leave our heirs in an awful position upon our death.


Friday, January 25, 2019

The attached report shares our perspective on 2018 from an investment perspective. 2018 Year in Review


Thursday, December 13, 2018

We believe the best financial outcomes are achieved through coordination with your tax, legal and financial advisors. But sometimes life gets in the way. we have prepared a list of financial topics to consider before the end of the year.


Monday, October 31, 2016

With some baby boomers turning 70 in 2016, there will be additional strain on Social Security, Medicare, public programs and private services. Will the US be up to the task of supporting the needs of a growing number of seniors and...


Show All

Thursday, September 15, 2016

Unfortunately, outstanding medical bills or career changes may have derailed plans for some to stash away college funds for a child’s future. In these cases, there are no easy solutions for parents but there are ways to fund a...


Monday, August 15, 2016

College debt and student financial concept as a graduation mortar board and diploma with a cast shadow as an icon for tuition loan repayment or lending and education financing with 3D illustration elements. Getting out from under...


Wednesday, August 10, 2016

The second quarter of 2016 saw global stocks rise modestly in a volatile quarter. Above average returns in April and May were offset by losses in June due to the British vote on June 23 to leave the European Union. The U.S. economy...