Broker Check


Tuesday, January 26, 2021

If you tapped into your retirement account to weather the pandemic, you may have some tax issues to deal with come April 15. CNBC has the story @

Thursday, January 21, 2021

Tax filing season will be starting a little later. The date has been pushed back to February 12, 2021 instead of starting in mid-January. CNN has the details @

Wednesday, December 30, 2020

Wishing you a Happy & Healthy New Year!

Wednesday, December 23, 2020

Wishing you and your family a wonderful Holiday Season!

Thursday, December 17, 2020

Fed keeps rates near zero amid fragile recovery. CNN has more @

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Wednesday, December 16, 2020

The FDA has granted emergency authorization to over-the-counter, at-home COVID tests. Axios has the details @

Wednesday, December 16, 2020

The COVID-19 vaccine has some routine side-effects, but the good news? It means that the vaccine is working. CNBC has the latest @

Thursday, December 10, 2020

Once the COVID-19 vaccine rolls out, the economy will get a boost, but it might not feel like it for a while. CNN has the story @

Thursday, December 10, 2020

As negotiations continue on the next COVID-19 stimulus package, federal student loan payments may be paused until May 2021 . CNBC has the story @

Friday, October 16, 2020

Monday, September 28, 2020

Yahoo! Finance reports that existing home sales have risen to a 14-year peak.

Friday, September 18, 2020

Friday, September 11, 2020

The coronavirus crisis has altered how 13 million college students feel about their financial future. CNBC has the latest @

Saturday, August 22, 2020


Thursday, August 20, 2020

The stock market closed August 18 with its first record high since the pandemic. CNN Business has the story @

Wednesday, July 22, 2020

Fox Business looks at reasons a retiree might want to delay claiming Social Security. More @

Wednesday, July 1, 2020

Questions about rolling over? IRA or Roth? A look at these questions from MarketWatch @

Wednesday, June 24, 2020

Yahoo! Finance reports that 30-year mortgage rates moved below 3% for the first time. @

Tuesday, June 9, 2020

Will the COVID-19 pandemic obstruct your path to home ownership? More from MarketWatch @

Monday, April 20, 2020

Whether you choose to pursue a degree, audit a class, or learn a new skill or craft in retirement, the benefits of ongoing education are numerous. In fact, a growing number of studies indicate that people who further their education,...

Tuesday, April 14, 2020

THE FINANCIAL LITERACY CRISIS Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many...

Wednesday, April 8, 2020

The Roaring 20’s It is crucial for investors in all age demographics to be aware of the upcoming changes and events that will affect retirement portfolios in the near future. One major event that will be occurring later this year...

Tuesday, April 7, 2020

The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...

Tuesday, April 7, 2020

Dear Clients, As I’m sure you are aware Governor Baker has ordered a Public Health Issue 'stay-at-home' advisory for all non-essential workers. Given this new mandate we will have limited access to the office. However, we will...