Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s economic changes that might affect you, tax updates or emerging trends, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, September 28, 2017

Romeo Raabe is a specialist who does nothing except help people find ways to pay for Long Term Care. We frequently consult with him as he has learned and seen a lot over the years. Here are some mistakes he's seen people make when...

 

Monday, September 11, 2017

The largest data breach in history was announced. This is from one of the three credit reporting agencies and could be quite serious. “The Atlanta-based company announced last week that a cybersecurity incident has potentially...

 

Sunday, September 10, 2017

When we’re within ten years of retirement it is natural to be very concerned with trying to maximize retirement income. But sometimes that hyper focus can cause a critical part of retirement income planning to be overlooked. Many...

 

Monday, September 4, 2017

For now, your parents are healthy, vibrant retirees enjoying the best of their golden years — but even the most robust seniors will need a little help getting along eventually. Meeting your aging parents’ needs is much less...

 

Thursday, February 16, 2017

For people with money, the vehicle to wealth and to ruin can be one and the same. Get rich quick and get poor quick are often opposite sides of the same coin. If you look at any of those lists of the richest people in the world,...

 

Show All

Monday, November 21, 2016

Surprise Drifts Toward Hope What a big surprise this election was for forecasters and the media. There were many lessons learned. That Tuesday night as we watched the election results come in we also had one eye on the futures market...

 

Friday, August 26, 2016

The summer is shaping up to be a season of political worries and market resilience. Despite frequent events causing national and worldwide tension, both stock and bond markets have posted good returns for the summer so far The United...

 

Tuesday, May 31, 2016

It is starting to feel like summer with these warm sunny days. This brings out hope after a cold dark winter. This is also the season of graduations which tends to get people, especially commencement speakers, thinking hopefully. We...