Broker Check

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Friday, January 6, 2023

You may have considered all the fun things you will do in retirement – travel, take up a new hobby or spend more time with your family – but well before your official retirement, it’s a good idea to create a pre-retirement checklist.

Tuesday, November 22, 2022

The S&P 500 has rallied over the past month while the overall news has been mixed.  As it turns out, markets tend to lead the economy so this is what tends to happen coming off major lows for stocks. 

Friday, October 7, 2022

Quarterly RecapMarket IndicesAt-A-GlanceThe S&P 500 nosedived in September, finishing the third quarter at a new 2022 low, down 24.36% from its January 3, 2022 peak.The Nasdaq Composite lost 10.44% last month, more than erasing a net 7...

Tuesday, July 5, 2022

The last time inflation was 10% was in February of 1979. Back then, a suffering economy and a volatile market added to investors’ anxiety. This graph above illustrates five choices an equity investor could’ve made at that...

Monday, June 13, 2022

Stock market losses occur for various reasons. Sometimes they are driven by excessive market valuations after an extended bull market. In others, they may be due to external events, such as a war or a pandemic. A look back at the worst...

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Friday, June 3, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 remains in correction, down 13.3% from its Jan 3 record high.  Positively, the index ended its last full week in May up 6.6%, snapping seven-straight weekly losses, its longest...

Thursday, March 31, 2022

Monday, March 7, 2022

Monday, February 28, 2022

Thursday, February 24, 2022