Broker Check

Blog

Thursday, June 17, 2021

As I work with you to help you invest and prepare for your retirement goals, may I help you in other ways? I mention this because retirement and financial strategies represent a portion of what I do. I also offer and provide insurance...

Saturday, June 12, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...

Friday, June 11, 2021

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Wednesday, February 3, 2021

Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...

Sunday, October 11, 2020

Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored...

Show All

Thursday, October 8, 2020

I take my role as a financial professional seriously. When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. It is critical to have an advisor that...

Tuesday, October 6, 2020

Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings.The Dow Jones Industrial...

Thursday, August 6, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up. For some, it’s always been front of mind. For younger...

Tuesday, April 28, 2020

American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic.1,2 The bill is a $484...

Tuesday, April 21, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...