Broker Check

Blog

Thursday, February 22, 2024

One of the greatest gifts you can give your family is adequate life insurance. Your life insurance coverage is designed to provide your loved ones with financial support in case something happens to you. In this guide, we will explore...

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Monday, February 12, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Show All

Tuesday, February 6, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Monday, January 22, 2024

As a financial advisor committed to supporting our valued military clients, I understand the importance of demystifying the complexities of retirement benefits. Transitioning from a military career to civilian life involves a series of...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Tuesday, January 16, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Tuesday, January 2, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Thursday, December 14, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Friday, October 27, 2023

We've reached an interesting point in the economy and economic narratives. The economy and market have defied 18 months of expectations for a recession with strong job growth, consumer spending, and corporate earnings -all with...

Friday, October 27, 2023

Interest Rates. Interest rate volatility increased in early July, with Treasury yields spiking and then round-tripping back to their starting point. The volatility is occurring as the market attempts to figure out where yields should...

Friday, October 27, 2023

As we enter the second half of 2023, we wanted to provide a few thoughts on the economy and markets. After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful...

Friday, October 27, 2023

The market is growing impatient as it waits for the long-anticipated recession, while the list of perceived positive catalysts grows. The Fed is nearing the end of its tightening cycle. Inflation, which has been the primary focus since...

Friday, October 27, 2023

The U.S. debt limit, also known as the debt ceiling, is back in the news. The debt limit is the total amount of money that Congress has authorized the U.S. government to borrow. In order to increase the debt limit, the legislative cap...

Friday, October 27, 2023

The first two weeks of May were filled with macro headlines and data releases. Bank turmoil is back in the headlines, the Fed is hiking rates, and data indicates the U.S. economy remains stronger than expected. Below is a summary of...

Friday, October 27, 2023

What is going on with banks? As you may have seen in the news recently, a handful of bank runs (most notably Silicon Valley Bank) have led to a few bank closures, and concerns about the stability of the broader US financial system....

Thursday, October 26, 2023

It's hard to believe that we are now into the 4Q of 2023, with the holidays upon us! It has been an eventful year and quarter in the world and in markets and we have learned a lot from economic data trends and market reactions to them...