facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


We take pride in creating and sharing content relevant to you.

Student Loan Forgiveness Thumbnail

Student Loan Forgiveness

On Wednesday, President Biden announced his Student Loan Forgiveness Plan that has been long awaited by many strapped with thousands in student loan debt. The finer details need to be worked out, and there is no doubt that his plan will most likely see legal challenges and hurdles along the way. Check out what we know as of today.

Read More
Are You Avoiding the Savings Gap? Thumbnail

Are You Avoiding the Savings Gap?

Throughout our lives, we are advised to save for college, retirement, or unexpected emergencies. While these are all important things to save for, this ignores a lot of opportunities and creates a big gap in savings. What about the many things that could come up in the next 20 years?

Read More
How Financial Advisors are Paid, and Why It Matters Thumbnail

How Financial Advisors are Paid, and Why It Matters

No matter your level of money management experience, as an individual, you have limited resources to research, trade, and manage things on your own. So, it is important to hire a financial advisor for guidance. If you are currently working with, or are considering working with an advisor, there’s one other question you need to be asking: How does my Financial Advisor get paid?

Read More
Aggressive vs Speculative Investor Thumbnail

Aggressive vs Speculative Investor

Have you ever consulted with a financial advisor or taken a quiz about investing, and as a result someone called you “aggressive”? It’s a term that gets used pretty frequently in my industry, but I think it is often misunderstood. A lot of people get uncomfortable with the idea that they might be an aggressive investor, but “aggressive” is not the same thing as “speculative”.

Read More
Why do Roth IRAs exist? Thumbnail

Why do Roth IRAs exist?

Lately, I have been getting this question frequently. For some folks, it’s the first time they’re hearing about tax-free growth. For others who have been saving in a Roth for a long time, or are converting pre-tax dollars to Roth IRA, they have never really considered just how beneficial tax-free growth truly is. This is especially true when you have a 10, 15, even 20+ year timeline.

Read More
Why it is better to lose small than win big Thumbnail

Why it is better to lose small than win big

Imagine this: the year is 2014 and your diversified investment portfolio is earning a measly 7% while your neighbor Joe’s S&P 500 index is up over 14%(1). As if that wasn’t enough, Dianne, across the street made a risky decision to buy airline stocks and she’s all but doubled her investment (2)! So what gives? You’ve hired a financial advisor, and they don’t seem to be keeping up. This is the plight of many investors, but when is the last time Joe and Dianne came to your door to tell you about their big loss?

Read More

Client Login  |  Get Our Newsletter

 800-804-0420      Mon-Thurs 8:00am-5:00pm and Friday 8:00am-4:00pm
Click Here //