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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,...