Broker Check


From time to time we would like to give you information that you may find useful. We would also like to occasionally provide some fun and unique items that are not necessarily finance related. We hope you enjoy our blog!

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Friday, September 23, 2022

These days, an encouraging word can feel like a relief. Here are a few positive stories I’ve noticed lately – like an “everything bagel” sprinkled with good news.

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

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Sunday, July 31, 2022

The below link is a piece from Fidelity Institutional I find very useful. Whether you are a parent, grandparent or would like to assist in helping a child with college, a 529 plan is usually the best choice. Though the state were you...

Thursday, July 21, 2022

College Funding: the simple fact is the sooner you plan, the better. If you have not begun preparing, start now – there is no better time to get the proverbial ball rolling. We are here to help.

Monday, July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Wednesday, June 22, 2022

At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...

Tuesday, May 17, 2022

Retirement may look a little different for women. But with the right strategies and support, you'll be able to live the retirement you've always wanted.

Monday, May 16, 2022

Monday, May 2, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Monday, February 28, 2022

Thursday, February 17, 2022

Carlota Larson shares her thoughts on rising interest rates.

Monday, February 14, 2022

Friday, February 11, 2022

Monday, January 31, 2022