Broker Check


Monday, August 29, 2022

Reduce the hassle of retirement plan administration by using automatic features and help your employees save without having to do anything.

Monday, August 22, 2022

Running a retirement committee doesn’t have to be difficult. Follow these 3 informative tips to help make your team more successful!

Monday, August 8, 2022

Innovative and creative approaches to help your company stand out while improving workers’ financial well-being.

Monday, July 25, 2022

Key strategies to help employers maximize savings and minimize taxes.

Monday, July 18, 2022

The average American will change jobs 12 times.  Searching for a better quality of life, workplace benefits or change of scenery has led Americans to move careers, with frequency.But what happens to their old 401(k) account? Help...

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Friday, July 15, 2022

The most comprehensive pension reform in 20 years, the SECURE Act, is a step forward to allow people greater access to retirement plans.

Monday, July 11, 2022

Turbulent times can bring turbulent markets. Maintaining a long-term investment strategy can help weather the storm of a volatile stock market, whereas reacting irrationally or panicking is the last thing investors should do.

Friday, May 20, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture. If you zoom out a bit in history, most investors haven't...

Thursday, May 5, 2022

We are pleased to share our latest market notes. This commentary offers our perspective on a key theme currently impacting the economy and capital markets and considers the implications for investors. The ‘Fear Index” For...

Thursday, May 5, 2022

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness...

Wednesday, April 27, 2022

Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week. The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500 dropped 2.75%...

Monday, February 21, 2022

More retirees are increasingly seeking a higher standard of living in retirement, while also living longer. Advisors need to meet those twin challenges with highly adaptive income- and growth-oriented investment strategies.

Wednesday, October 5, 2016

While I take a leadership role during the planning process, my clients ultimately control their financial futures and are the decision-makers. My job is to help them see ways that will allow them to get their finances and investments...