Broker Check

Blog

Wednesday, May 27, 2026

The human brain is excellent at finding patterns, a skill that has evolved to help us across many parts of life. However, it can also lead us astray when there is no real pattern at all, such as when we see shapes in clouds and ink blots...

Friday, May 8, 2026

On Friday, March 6th, the U.S. Department of Treasury and the Internal Revenue Service released the first set of proposed rules for a new federal savings program, known as Trump Accounts, designed for children. With more information on...

Thursday, April 16, 2026

The first quarter of 2026 underscores just how critical financial preparation and sound investing principles truly are. Following robust gains in 2025, markets have contended with a confluence of geopolitical shocks, elevated oil prices...

Thursday, March 26, 2026

Today we’ll walk through what’s been happening in the markets as a surge in headline volatility has shaped what we’re seeing. AI concerns have hit industries one by one prompting a “sell now, ask later” reaction – we’ll cover why in this...

Thursday, March 26, 2026

It’s normal to feel a little uneasy when you hear about job losses or rising unemployment- so today let’s talk about the slowing job market and what it means for the economy and your portfolio.

Show All

Friday, March 13, 2026

Anytime headlines start throwing around terms like “stagflation” or “global economic downturn,” it can feel unsettling. So today we’re going to address the rising tensions in the Middle East and the recent jump in oil prices. It’s natural..

Thursday, February 12, 2026

Anytime there’s a leadership change at the Fed, it naturally creates a bit of uncertainty, because the Fed plays such a central role in setting monetary policy and guiding interest rates.

Thursday, February 12, 2026

As we move deeper into earnings season, investors are shifting their attention away from big geopolitical headlines and toward the actual “report cards” companies are releasing. And with the market sitting near all time highs...

Thursday, January 29, 2026

Gold, silver, and other precious metals have rallied sharply over the past two years, capturing a lot of investor attention. Gold recently climbed above forty-seven hundred dollars per ounce, while silver moved past ninety dollars...

Tuesday, January 20, 2026

The year 2025 turned out to be remarkably successful for financial markets, even though many major events happened throughout the year. For the third consecutive year – and sixth among the past seven – the S&P 500 tallied double-digit gains

Wednesday, January 7, 2026

The stock market is poised to deliver double-digit returns for the sixth time in seven years, marking an impressive period interrupted only by the inflation-driven decline of 2022. This sustained strength has positioned many investors...