Broker Check


What’s on our mind?  You can read about it in our blog.  Whether it’s ideas from the industry or emerging trends, you can read about it here.  So please keep checking in. We’re glad to have you reading along.

Monday, May 20, 2024

Financial freedom is a goal many of us strive for, but debt often stands in the way. Morgan Housel, in his blog post "How I Think About Debt," provides an interesting perspective on how debt impacts personal and financial resilience....

Friday, May 10, 2024

As May rolls around, so does the age-old adage to “Sell in May and Go Away.” This adage suggests selling stocks or equity holdings in May and staying out of the market until around October, reflecting a seasonal strategy often...

Tuesday, January 24, 2023

The consensus economic outlook for 2023 is gloomy with predications of a recession within the next 12-months almost unanimous.  What does that mean for corporate earnings and stock market performance.

Thursday, November 3, 2022

The Dow Industrial Index had an exceptional October posting its best monthly return in 46 years. Will the strong October performance and historical seasonal tailwinds confirm a market bottom or is this just another bear market rally?

Friday, September 30, 2022

After two great years of gains, the housing market is starting to show signs of exhaustion. In this blog post we look at few charts and data points to see how the current housing market compares to housing collapse in the 2000s.

Show All

Thursday, August 25, 2022

The Federal Reserve has undertaken an aggressive strategy to curb record high inflation. Some inflation components are beginning to show signs of easing. Can the Federal Reserve breathe a sigh of relief, or does it still have work to do?

Wednesday, July 27, 2022

This blog post looks into the definition of a recession, how it is determined and what current market data may be indicating about the direction of the economy.

Friday, June 11, 2021

Making after-tax contributions in a Defined Contribution Plan can be a great strategy for 401(k) participants to fund a Roth account.

Wednesday, March 31, 2021

Inflation has become a popular topic as a great deal of debate has been devoted to expansionary economic policies and its impact on the price of goods and services. Some pundits argue current fiscal and monetary policy could lead to...

Thursday, February 11, 2021

Given the current economic environment and federal tax proposals, we expect Cash Balance Plans to become more popular as businesses try to limit future tax liabilities. With the inauguration and swearing-in of our new President and...