Broker Check

Blog

What’s on our mind? You can read about it in our posts. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

Thursday, June 25, 2020

FREE Financial Q&A

Monday, June 22, 2020

Insurance Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works: When a policyholder buys term insurance,...

Monday, June 15, 2020

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Monday, June 8, 2020

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all...

Thursday, June 4, 2020

U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19...

Show All

Monday, June 1, 2020

In recent days, unhealed social wounds have been brought painfully into focus across the nation. Please know that we are deeply committed to promoting justice, healing, and wholeness for all members of our community. If you or someone...

Monday, May 25, 2020

Monday, May 18, 2020

What does your home really cost?

Monday, May 11, 2020

How do the markets usually react to elections? Was the 2016 election any different?

Thursday, May 7, 2020

U.S. Markets Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating...

Monday, May 4, 2020

How will you weather the ups and downs of the business cycle?

Monday, April 27, 2020

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Sunday, April 19, 2020

Tuesday, April 14, 2020

Understanding the cycle of investing may help you avoid easy pitfalls.

Wednesday, April 8, 2020

U.S. Markets The spread of COVID-19 sent stocks tumbling, as the health and economic costs of the pandemic continued to mount. The Dow Jones...

Monday, April 6, 2020

Full Size Version AddThis Share | Facebook Twitter Print Email //

Monday, March 30, 2020

What Small Businesses Need to Know Included in the recently passed CARES Act are additional business loan options, changes to tax policies and changes to the FFCRA, all designed to ease the burden of COVID-19. The coronavirus pandemic...

Thursday, March 26, 2020

Excellent 2020 market & economic update.

Tuesday, March 24, 2020

A growing percentage of Americans are out of work or have had their hours reduced due to the coronavirus pandemic. If you fall into that category and are starting to rely on emergency savings to get through this period, you’ll...

Monday, March 16, 2020

When markets shift, experienced investors stick to their strategy.

Monday, March 9, 2020

Status is reachable Ron Carson CEO/Chairman of Carson Group Holdings, LLC- Entrepreneur, Financial Advisor, NYT Best-Selling Author, Thought Leader ... See More 131 articles Special Update: Global stocks dropped sharply on Monday...

Sunday, March 8, 2020

Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. AddThis Share | Facebook Twitter Print Email //

Monday, March 2, 2020

Surprises Making the most of surprises is a great reason to work with us. AddThis Share | Facebook Twitter Print Email //

Monday, February 24, 2020

History shows stocks typically rebound from disease outbreaks before long Annie Nova@AnnieReporter Key Points Your 401(k) likely isn’t recovering from the coronavirus as quickly as you’d hoped. Looking for some consolation?...

Monday, February 17, 2020

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? AddThis Share | Facebook Twitter Print Email //

Monday, February 10, 2020

To Catch a Thief Many Americans have taken steps in recent years to protect their identity. However, according to one report, published in 2018, identity theft is at an all-time high, affecting an estimated 16.7 million U.S. adults. If...

Monday, February 3, 2020

The Pre-Retirement Checklist The Pre-Retirement Checklist: HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our...

Monday, January 27, 2020

Six Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....

Monday, January 13, 2020

SOCIAL SECURITY: THE $64,000 QUESTION One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 question. Making the right decision for you can have a meaningful...

Friday, January 10, 2020

Monthly Market Insights | January 2020 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Riding a wave of trade optimism and solid economic data, stocks notched solid gains in...

Tuesday, January 7, 2020

Do you know how much risk you’re comfortable with? Would you rather be reading or skydiving right now?

Friday, December 27, 2019

Required Reading: The Economic Report of the President Tip: The University of California at Santa Barbara keeps an archive of Economic Reports of the President from Harry Truman’s 1947 report to the latest edition. Source:...

Monday, December 23, 2019

Is travel insurance warranted? It may be offered to you as you book a vacation, but that doesn’t necessarily mean you need it. Your life, auto, or health insurance may provide adequate coverage as you travel. Be sure to...

Tuesday, December 17, 2019

Data Thieves from Outer Space AddThis Share | Facebook Twitter Print Email //

Friday, December 13, 2019

The Investment Risk No One’s Ever Heard Of Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable...

Tuesday, December 10, 2019

Monthly Market Insights | December 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Stocks notched solid gains in November, thanks to solid economic data, improving trade...

Monday, December 9, 2019

Red Flags for Tax Auditors No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most...

Friday, December 6, 2019

12 Year-End Money Strategies You Can’t Afford To Overlook Share to facebook Share to twitter Share to linkedin As year-end approaches, there’s still time to make sure you’re on track toward your important financial...

Monday, December 2, 2019

Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? AddThis Share | Facebook Twitter Print Email //

Wednesday, November 20, 2019

Financial Aid for Students 101 Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in...

Wednesday, August 28, 2019

Rightsizing for Retirement What does your home really cost? AddThis Share | Facebook LinkedIn Twitter Print //

Thursday, July 11, 2019

Monthly Market Insights | July 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets The stock market rode a wave of optimism this month, thanks to continued belief in a potential...

Monday, June 24, 2019

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. AddThis Share | Facebook LinkedIn Twitter Print //

Wednesday, June 12, 2019

Monthly Market Insights | June 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. US Markets Investors’ hope of an imminent trade deal with China was shattered in May, driving stocks...

Wednesday, June 5, 2019

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

Friday, May 24, 2019

It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation.

Friday, May 17, 2019

Events on Wall Street Can successful investors predict changes in the markets? Some can but others miss the market’s signals. AddThis Share | Facebook LinkedIn Twitter Print //

Thursday, May 16, 2019

6 Stock Market Plunge Statistics You Need to Know The S&P 500 registered its 15th-biggest point decline in history on Monday, but there's absolutely no need to panic.

Tuesday, May 7, 2019

Interest rates. Trade Talks. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices.

Tuesday, May 7, 2019

A New Way to Look at Your Bucket List That big list of dreams and goals isn't the only way to look at your bucket list.

Thursday, April 25, 2019

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Friday, April 12, 2019

The recently passed 2017 Tax Cuts and jobs Act brought with it the biggest tax reform in decades. Here are a few of the changes that could affect you.

Tuesday, April 9, 2019

Stock prices rose during the month, overcoming poor economic reports and volatility in the domestic bond market.

Friday, April 5, 2019

It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst!) might affect your portfolio.

Thursday, April 4, 2019

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Wednesday, March 27, 2019

Choosing a Retirement Plan that Fits Your Business One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.¹ If you have yet to...

Thursday, March 21, 2019

Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not...

Wednesday, March 20, 2019

Photo by Dina Konovalov https://www.businessinsider.com/financial-planner-best-wealth-building-strategies-2019-2businessinsider.com I'm a financial planner, and my most successful clients taught me 8 strategies crucial for building...

Tuesday, March 19, 2019

What’s Your Investment IQ? AddThis Share | Facebook LinkedIn Twitter Print // Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Bridging the Confidence Gap In the world of finance, the...

Monday, March 18, 2019

Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.

Saturday, March 16, 2019

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...