Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, December 8, 2017

Shimmering lights glisten; the scent of evergreen so aromatic in the air. With carols resonating everywhere you go, the little ones are full of joy anticipating Santa’s gift-filled sleigh on Christmas morning. I absolutely love...

 

Friday, November 17, 2017

It may be true what they say- the only guarantees in life are death and taxes. I am sorry to say, unless you consider immortality as a likely possibility, I do not see this changing any time soon! Taxes are certainly here to stay, but...

 

Friday, November 3, 2017

Being in the Financial Services Industry, I often converse with other financial advisors. One thing I have found is that while all financial advisors are different with regard to their background, firm structure, affiliations,...

 

Friday, October 20, 2017

Along with over a million other Americans, my personal data was compromised by the Equifax Hack. I found out I was part of the data breach by entering my last name and the last 6 digits of my Social Security number on the Equifax site,...