Broker Check

Blog

Monday, February 6, 2023

"Is the bear market over?"That's a question I've been asked a number of times in recent weeks. And my answer is the same, "Let's give it a little time."But people are quick to remind me that stocks are off to a good start in 2023,...

Tuesday, January 24, 2023

Financial Freedom means you have enough financial resources to pay your living expenses and allows you to afford many of your life goals. It means you can live without being tied down to a strict budget or living from paycheck to paycheck.

Monday, January 2, 2023

On December 23, 2022 Congress passed—and the President is expected to sign the legislation during the week of December 26, 2022— the Consolidated Appropriations Act, 2023 (the Appropriations Act). The Appropriations Act...

Tuesday, December 20, 2022

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Thursday, November 24, 2022

With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to recent changes made by the Inflation...

Show All

Wednesday, November 23, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Wednesday, November 23, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...