Broker Check


Thursday, November 16, 2023

Due to the nature of their holdings and dynamic financial situation, HNWIs often grapple with complex tax management issues. With astute planning, mitigating significant tax liability may be possible.


Thursday, November 16, 2023

But when merging your finances with your partner’s, it’s important to be transparent and enter the experience with an open mind. If you’re considering starting the journey toward joining your finances, this guide can help you.


Thursday, November 16, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday.


Thursday, November 16, 2023

Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals to help you get started


Thursday, November 2, 2023

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated.


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Thursday, November 2, 2023

Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services.


Thursday, November 2, 2023

The National Women's Business Council estimates that there are more than 13 million women-owned businesses in the U.S., generating nearly $2 trillion in annual revenue.


Thursday, November 2, 2023

In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.


Monday, October 9, 2023

The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond yields, fears of a rebound in inflation and concerns about a future economic slowdown weighed on the major indices in August and...


Monday, July 10, 2023

The S&P 500 ended the second quarter and first half of 2023 at a 14-month high and most major stock indices logged solid gains in the second quarter following a pause in the Fed’s rate hike campaign, stronger-than-expected...


Friday, April 7, 2023

The S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the Fed signaling that their historic rate hike campaign is coming to an end helped offset two rate increases and the...


Friday, February 3, 2023

On December 29, 2022, the president signed into law an omnibus funding bill that included the SECURE 2.0 Act of 2022 (SECURE 2.0).1 Seen as a sequel to 2019’s Setting Every Community Up for Retirement Enhancement (SECURE)...


Tuesday, January 17, 2023

Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global...


Thursday, October 6, 2022

Global markets declined again in the third quarter as inflation remained near multi-decade highs, geopolitical tensions escalated further, and the Federal Reserve continued to aggressively hike interest rates signaling future rate...


Thursday, July 7, 2022

The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as still-high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks...


Monday, April 11, 2022

Volatility Returns to the Markets In 2022 After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal Reserve promised to raise interest rates faster than previously


Friday, March 27, 2020

LPL Financial Research CIO Burt White talks about recent big numbers, including 3 million jobless claims and the $2 trillion stimulus package. Please click image below for video.


Friday, February 28, 2020

February 28, 2020 Dear Valued Investor: “The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of...


Tuesday, December 10, 2019

Is Your Financial House in Order?The end of the year is approaching and it's a great time to take steps that can help improve your personal finances. Some items to consider:• If you're not retired, review your contributions to...


Monday, October 28, 2019

As a financial advisor, I talk about estate planning all the time. Many people understand that it’s a very important and unselfish thing to do, but it’s hard to get it done. Some people think it’s about transferring...


Thursday, September 26, 2019

This September I had an honor to visit England and France to see, Karl Fleischer - our client and dear friend, swim across the English Channel. Even though he challenged himself athletically many times, this was quite a feat for Karl,...