Broker Check

Blog

Thursday, October 20, 2022

Getting married is a major milestone and a very exciting time in one’s life. I recently got engaged this past summer and since then have realized there are many important steps to take and things to thing about as you approach...

Monday, August 8, 2022

As mentioned in previous blog posts, people utilize heuristics in everyday decision making without even realizing it. Heuristics allow us to make decisions or come to conclusions more efficiently, sometimes leading to faulty choices...

Tuesday, June 21, 2022

In making financial decisions, people often weigh out the likelihood or unlikelihood of an event. For example, which may be a prevalent one at hand, what is the probability of a recession?

Thursday, June 16, 2022

In volatile market times like we are seeing right now; it is easy to get stressed about the stock market. In addition to the market volatility many have stress about their jobs and health making it different than financial...

Tuesday, May 31, 2022

As individuals, we cannot process all the information available to us for a few reasons, such as limited attention, information, and processing capacity. As a result, we use shortcuts called heuristics.

Show All

Monday, January 25, 2021

Coming into a New Year, many create great New Year’s Resolutions, this year in conversations I have heard more resolutions than ever in the past! It is unfortunate to see studies show that as many as 80% of these resolutions fail...

Monday, October 12, 2020

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional...

Wednesday, September 23, 2020

Here is a list of steps that we recommend starting with; depending on your situation there of course may be additional pertinent topics. Analyze Income Options Available There are two key different sources of income you may receive...