Broker Check

Blog

Saturday, January 13, 2024

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Monday, January 8, 2024

We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Osaic’s Chief Market Strategist attached below. This commentary provides...

Monday, December 18, 2023

This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...

Thursday, November 2, 2023

This month's Retirement Readiness newsletter features a look at the different parts of Medicare, considerations for retaining your life insurance post-retirement, insights about disability insurance, and five considerations...

Tuesday, May 9, 2023

Thank you for all that you do. Your compassion, expertise, and commitment to improving the health and well-being of others is truly inspiring. We appreciate you today and always!

Show All

Monday, February 13, 2023

We all woke up this morning to the terrible news about Russia and the military invasion of neighboring Ukraine. While none of us knows for sure how things will play out, investors are understandably watching closely to see the impact...

Friday, November 11, 2022

Our deepest gratitude goes out to all the veterans today for the service they give and/or gave for our country. Happy Veterans Day and thank you to all of my Brothers / Sisters from other mother. Whoa

Saturday, September 3, 2022

The dream of a secure retirement, college funding, or a vacation home may be the financial “prize” you’re keeping your eyes on. But it’s hard for investors, even seasoned ones, to stay focused in the face of...

Monday, July 25, 2022

Nowadays, it’s pretty difficult to define what a “traditional” family unit looks like – they literally come in all shapes and sizes. For decades the number of single-parent households has been rising worldwide,...

Thursday, July 21, 2022

When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...

Monday, May 23, 2022

Thursday, May 19, 2022

Wednesday, May 18, 2022

Saturday, May 7, 2022

Monday, September 13, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...

Tuesday, May 18, 2021

Are you happy with your current financial professional?Have they met with you to discuss how recent market fluctuations could affect your financial plans? When was the last time the two of you sat down to really discuss...

Tuesday, January 26, 2021

If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...