Broker Check


Monday, September 25, 2023

What are the various stock market indexes, how do they differ, and how can they can help interpret economic performance and assist investors in deploying capital as needed?


Tuesday, July 4, 2023

In the world of finance, the terms "bear market and bull market" are frequently thrown around, often leaving investors confused. These terms refer to the prevailing sentiment and trends in the financial markets and may influence...


Monday, June 26, 2023

A common question is whether it makes sense to rollover 401(k) accounts upon retirement or changing jobs. While there are many considerations that should be discussed with a Financial Advisor, rolling the funds into an IRA offers...


Friday, January 13, 2023

Inflation is an often misunderstood phenomenon that affects everyone in the economy, from consumers of all ages to the largest corporations. To answer some of the most frequent questions we receive, we will discuss what inflation is, how it