Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or common themes that arise from our conversations with clients, you can read about it here.  We’re glad to have you reading along and hope you will keep checking in.


Tuesday, February 26, 2019

Consider the following… An energy company fails to uphold sound health and safety standards… In 2010, while in the Gulf of Mexico, one of the company’s oil rigs suffers a massive explosion. Shareholders lose 50% of...


Tuesday, January 29, 2019

What role do women play in the world of investment? An ever increasing one. That being said, recent research shows that there remains a gap between men and women when it comes to taking part in long-term financial planning and investment.


Thursday, December 27, 2018

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Research believes the following three themes will be key to the...


Tuesday, November 13, 2018

The more conversations I have with family, friends, neighbors and clients, the more the topic of caring for an aging parent or spouse comes up. I am continually surprised just how many families are affected by this (my own included)....


Wednesday, October 10, 2018

Do you know when you will retire? If you have an age in mind for retirement, and a financial plan to back it up, you are ahead of many Americans who have little or no retirement plan to speak of. That said, recent data suggests that the


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Wednesday, September 19, 2018

I am often asked by my clients, as a financial planner, should I have a will or trust? The short answer is YES! If you own assets and want to make sure at death they go to whom you intend them to go, a simple will or trust is a great...


Wednesday, September 12, 2018

There are many reasons why financial planning is especially important for women, but the following article focuses on three important ones: 1. Longevity; 2. The Wage Gap; 3. Providing Care For Others. Like many factors that impact...


Monday, July 30, 2018

Understanding the need to plan for long-term care is important for everyone, especially women. Although many of us don't want to talk about it, the majority of us will have to confront a long-term care event at some point in our lives....