Broker Check


Thursday, November 30, 2023

Key Takeaways Seeking to achieve the long-term equity return of 10% means sitting through all market cycles. Market downturns lead to emotional decision making which can have a significant negative impact on portfolio returns. It's...

Tuesday, October 31, 2023

Key Takeaways: Negative news creates fear for investors which can lead to emotional investment decisions due to worries about ensuring negative markets. Negative news can provide great investment opportunities, but it takes a strong...

Wednesday, October 25, 2023

Key Takeaways The Israel/Hamas Ware is a terrible human tragedy and may escalate in the coming weeks. The economic impact is expected to remain largely regional, but the war may impact investor sentiment, commodity prices, and...

Friday, September 1, 2023

The global economy rotates and exchanges dollars on a daily basis. How do the monetary decisions you make affect others or your future self? In this post we embark on the journey of explaining how "velocity of money" works for you!

Monday, August 21, 2023

Is hiring a financial planner truly worth the fee(s) that are associated with their services? Another way of putting this, "is the juice really worth the squeeze"? Here's what the data shows!

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Tuesday, August 2, 2022

Business owners hire their children for several reasons, such as instilling a strong work ethic, teaching responsibility, encouraging entrepreneurship, saving on taxes, and helping save for college. These benefits are the result of...