Broker Check


Thursday, May 9, 2024

Earlier this month, I went on my annual yoga retreat up in the mountains of Costa Rica. I realized how much has changed since the first retreat in 2013.


Monday, April 29, 2024

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surround these plans.


Monday, April 29, 2024

Memorial Day is an important holiday observed in the United States to honor and remember the men and women who have died while serving in the country's armed forces.


Monday, April 29, 2024

Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity.


Monday, April 29, 2024

Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.


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Tuesday, April 9, 2024

March 31st, 2024, marked seven years since I became an independent financial advisor. I still remember the taste of the cocktail full of excitement, fear, and uncertainty.


Monday, March 18, 2024

No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.


Monday, March 18, 2024

Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite.


Monday, March 18, 2024

Yes, even if you are a business owner or self-employed, you can receive Social Security benefits as long as you have been paying Social Security tax each year.


Monday, March 18, 2024

April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health.


Tuesday, March 12, 2024

Here is your 2024 Tax Calendar!


Monday, March 11, 2024

March is an exciting month of spring skiing, tax documents, women’s history, and National Credit Education Month. I would like to share a few tips on the topic of credit education that I learned over the past 20 years of working in finance.


Wednesday, February 14, 2024

Stocks and bonds have advantages and disadvantages when building an investment portfolio. Much of this depends on your risk tolerance and how you construct your investment strategy.


Wednesday, February 14, 2024

Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be.


Wednesday, February 14, 2024

Credit is one of the most important factors of life that impacts all businesses. Having solid credit is necessary for securing a small business loan.


Wednesday, February 14, 2024

As we witness a societal shift with more women taking control of their financial health, it's clear that financial empowerment is no longer a men's only domain.


Tuesday, February 6, 2024

When I think about my greatest asset, what comes to mind is not my favorite stock, bond, or a mutual fund, but my husband, Alex.


Wednesday, January 10, 2024

In January everyone focuses on New Year’s resolutions, and I invite you to think about your intentions for the year.


Tuesday, January 9, 2024

While the respite from a career's demands is welcome, retirees soon find that the keys to living well in this new phase are engagement and purpose.


Tuesday, January 9, 2024

For some, investing may seem confusing or frustrating due to the perceived risk and complex products. While investing may initially seem intimidating, it's vital to building wealth over time.


Tuesday, January 9, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love.


Tuesday, January 9, 2024

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth.


Wednesday, December 20, 2023

Reflecting on the year 2023, I would like to share some highlights that made the year.


Monday, December 11, 2023

For women, wealth represents more than just financial independence. It embodies the opportunity to create a lasting legacy, positively impacting their lives, their loved ones, and society as a whole.


Monday, December 11, 2023

As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act. For many, this translates to pressing changes affecting their estate plans.


Monday, December 11, 2023

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.


Monday, December 11, 2023

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals.


Friday, December 8, 2023

Solid gains for both stocks and bonds gave investors a November to remember.


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 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

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

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 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.


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

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

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


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,...