Broker Check

Blog

Tuesday, November 29, 2022

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...

Tuesday, November 22, 2022

‘Tis the season to give thanks for the many blessings that you have received throughout the year and blessings that help you as you move into the future. One thing to be truly thankful for is financial wellness. When you are...

Tuesday, November 15, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Tuesday, November 8, 2022

For those who don't have a 401(k) option through their employer—which includes some small-business owners—how to save for retirement might be challenging. In a competitive employment market, offering retirement options to...

Monday, October 31, 2022

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

Show All

Monday, October 24, 2022

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...

Monday, October 17, 2022

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2Americans are budgeting more due to the pandemic....

Monday, October 10, 2022

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have...

Wednesday, October 5, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Sunday, August 28, 2022

QuestionI made after-tax contributions to my 401(k). When I retire, can I roll that money into a Roth IRA tax-free?AnswerYes.After-tax funds can be segregated from other funds in the account and transferred directly to a Roth IRA. In...

Sunday, August 28, 2022

The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or announced their intention to split. Google’s parent company Alphabet is the latest, as it split...

Sunday, August 28, 2022

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second...

Sunday, August 28, 2022

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and...

Wednesday, August 3, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

Monday, August 1, 2022

As a business owner, you know the importance of planning for your company’s future. To this end, you may have taken steps to learn about buy–sell agreements and the role that life insurance and disability income insurance...

Monday, August 1, 2022

A 16th-century proverb advises: “It’s unwise to sell a bear’s skin before catching it.”That’s one of the stories used to explain why, in modern times, Wall Street types call someone who sells a stock...

Monday, August 1, 2022

Most business owners become wealthy the “old-fashioned” way—they work hard. But, suppose a business owner and his or her spouse were to die unexpectedly. Undoubtedly, they would hope their children or other family...

Monday, August 1, 2022

Nothing quite stirs a child’s imagination like creativity, and with all the extra time available, summer is a great time to let creativity run wild. You can help fuel your child’s creativity with these easy DIY projects,...

Monday, August 1, 2022

Economies and markets are cyclical. They may include periods of wealth creation and times of bursting bubbles that bankrupt companies in a major downturn."Boom and bust" cycles may last anywhere from a few months to a few years or...

Wednesday, July 6, 2022

Dear Valued Investor,As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is...

Tuesday, July 5, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Tuesday, July 5, 2022

There has been a lot of chatter about the FIRE movement – Financial Independence / Retire Early – over the last few years and you’re probably wondering whether it’s suitable for you and your family. The real...

Tuesday, July 5, 2022

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share...

Tuesday, July 5, 2022

Retirement is a new stage in life and one that is full of possibilities if you take advantage of it. Too often, those who have spent most of their life working hard may now find the abundance of time hard to fill or may find it...

Tuesday, June 21, 2022

If you are planning a trip this summer that involves flying, not driving, you may incorrectly assume it is possible to avoid the effects of rising fuel prices. Unfortunately for flying travelers, airlines also face the pressure of...

Tuesday, June 21, 2022

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of...

Tuesday, June 14, 2022

A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record...

Monday, June 13, 2022

An encore entrepreneur is a person who starts a new business or venture after age 55. They represent more than half of all business owners in the U.S., and for a good reason.1 These entrepreneurs have decades of work and life...

Wednesday, June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

Monday, May 30, 2022

Monday, May 23, 2022

Monday, May 16, 2022

Monday, May 9, 2022

Tuesday, April 26, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Monday, April 11, 2022

Monday, April 4, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Tuesday, March 8, 2022

Tuesday, February 22, 2022

Monday, February 14, 2022

Monday, February 7, 2022

Monday, January 24, 2022

Monday, January 17, 2022

Monday, January 10, 2022

Monday, January 3, 2022

Tuesday, December 28, 2021

Tuesday, December 21, 2021

Tuesday, December 14, 2021

Thursday, December 9, 2021

Tuesday, November 30, 2021

Whether you're still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or...

Tuesday, November 23, 2021

When you're first starting out with your own business, you're likely to be focused more on staying afloat than on contingency planning. But as your family business expands and grows, it's important to ensure that this is done in a...

Tuesday, November 16, 2021

Entrepreneurs may entertain thoughts of achieving success, inspired by those companies that seem to spring forth fully grown overnight. But, it is important for business owners to ask at the outset, “What is an appropriate...

Tuesday, February 2, 2021

Friday, November 13, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

Tuesday, November 3, 2020

With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago,...

Friday, October 30, 2020

The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...