Broker Check


Thursday, May 18, 2023

There are some Investment Advisors who are always optimists (“Bulls”) which may cause their clients to lose sleep in a wildly volatile market.  Some may be regularly pessimistic (“Bears”) resulting in a...

Thursday, May 4, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along.Stock prices rallied at the end of April after the Commerce...

Friday, February 3, 2023

Waiting too long to purchase Long-term Care insurance can lead to insurance companies denying or limiting coverage. Learn from my experience and don't wait too long to determine if Long-term Care insurance is right for you!

Thursday, January 5, 2023

     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 toover 5 percent to bring inflation under control. But in the table below,...

Monday, December 5, 2022


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Tuesday, November 8, 2022

The Business CycleWhat has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle.The business cycle – also...

Thursday, October 6, 2022

Watching the the downward trending reactions of the market to the multiple interest rate hikes this year, it can be easy to wonder if the Feds have a plan that will actually be beneficial to the economy. 

Thursday, September 1, 2022

In the financial world, some weeks are more important than others, and we just lived through a big one. Let's unpack each of the four key stats:The Fed. As expected, the Fed bumped up short-term rates again at its July meeting. But the...

Friday, August 5, 2022

It always amazes me when many people are faced with a new trial that they often let anxiety and fear win out.  If only we could remember when we are in the middle of the noise and confusion to take a step back and look back.

Wednesday, May 13, 2020

During the past few months the worldwide Economy has been so very uncertain, all because of a pandemic no one expected. Yet, we have been warning of such uncertainty after eleven years of an amazing, possibly once-in-a-lifetime bull...

Tuesday, August 29, 2017

There’s a very good chance you may receive a phone call which appears to be from a company that serves you. But, be careful, because it might be a telephone scam. The scam involves a technique called “spoofing,” where...