Broker Check


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.


Thursday, September 21, 2017

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this...


Wednesday, August 16, 2017

If you haven’t already seen it, LPL Research is excited to present the Midyear Outlook 2017: A Shift In Market Control video, featuring Managing Director, Investor and Investment Solutions and Chief Investment Officer Burt White....


Tuesday, August 8, 2017

Managing finances responsibly takes a lot of time -- and experience. Learn from your mistakes and try to avoid the traps described here.


Thursday, July 27, 2017

The hottest part of the summer has arrived across the U.S., with many feeling the effects of heat and humidity with temperatures well into the 90s in many places. At the same time, the stock market has put together a pretty impressive...


Saturday, July 1, 2017

Where and how you choose to live out your retirement years could be one of your most important decisions. Choosing whether to relocate or to stay rooted in your hometown, to remain in your current home or to trade down to a smaller residenc