Broker Check

Blog

Thursday, March 25, 2021

The Cetera Advanced Planning Group has released an overview of the American Rescue Plan Act of 2021. This provides explanation and analysis on how this may affect your financial planning interests.This overview provides information...

Thursday, March 4, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Thursday, February 27, 2020

What Should You Do About The Coronavirus And Stock Market Volatility?The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800...

Thursday, November 7, 2019

As Featured in Mind + Body Magazine (No. 4, Fall 2019)... People save for a variety of things in retirement. Some dream of vacation homes in tropical destinations, others plan to spend time with grandchildren and family. Of all the...

Monday, February 11, 2019

Congratulations! You landed your first job and you’re settling in, putting your knowledge, skills and creativity to use in the ways you’ve always dreamed about. Believe it or not, now it’s time to start planning for...

Show All

Sunday, January 13, 2019

No matter if you have just started saving for your future or you are preparing for retirement, market volatility is an issue that can make investors fearful. The important thing to remember, however, is that it is often a normal part...

Tuesday, December 18, 2018

Turn on the television, search the web, talk to a co-worker, the message seems the same. Just in time for Christmas, we may be in a “Scrooge Market”. People are fearful right now, and the markets show it. With the Dow, S&P,...

Friday, September 21, 2018

The financial profession spends a substantial amount of time discussing the topic of retirement planning. However, I’ll be one of the first to admit that the profession focuses too myopically on the premise that retirement...

Tuesday, June 26, 2018

Over the last ten years, I’ve witnessed the substantial opportunities young professionals have when they take time to consider and review a few financial planning issues early on. Although these five examples sound simple, the...