Broker Check


Monday, April 15, 2024

Financial markets fluctuated last week due to mixed inflation reports and rising geopolitical tensions. CPI indicated higher inflation, while PPI was less severe, impacting stocks and bonds.

Monday, April 1, 2024

Investors see a positive uptick as Q1 2024 closes with stock gains, despite a mixed bag of economic news. From housing stats to consumer sentiment, our latest blog post dives into the nuanced financial landscape as we brace for the next qua

Friday, March 29, 2024

One New Jersey resident's $1.13 billion lottery win highlights dreams of fortune. Yet, achieving financial stability through expert planning can be your everyday win. Explore how a sound financial strategy beats the odds.

Wednesday, March 27, 2024

While stock market averages suggest 8-10% annual returns, history tells a different story. Understand the implications of Federal Reserve decisions and why staying your investment course matters in 2024.

Tuesday, March 26, 2024

Discover the potential effects of the National Association of Realtors' updated fee structure on the real estate market, agents, and future home buyers, as industry dynamics evolve

Show All

Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Wednesday, March 20, 2024

Tax season brings out sophisticated scams targeting taxpayers. From fake IRS communications to promises of 'free money,' learn how to identify fraud and protect your finances during this critical time.

Tuesday, March 19, 2024

Dive into the 2024 economic landscape where a 'Goldilocks' balance emerges. With inflation cooling, robust GDP growth, and a strong job market, we're cautiously optimistic about avoiding a recession and maintaining steady growth.

Monday, March 18, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Friday, March 15, 2024

I recently read that 47 percent of parents provide their adult children with financial support. Termed "parental patronage" by many, some parents even contribute more to their adult children than they do to their retirement accounts....

Monday, March 11, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

Thursday, October 19, 2023

Pastor, are you paying too much in taxes? Do you avoid thinking about retirement? Does the cost of healthcare concern you? If so, you’re not alone. You’ve witnessed your congregations struggle with these same issues,...