Broker Check


Thursday, February 22, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Friday, January 5, 2024

Just about every week, I pull timely news and share via e-mail with my valued clients. If you'd like to be added to my weekly e-mail, at absolutely no obligation, just e-mail me and say, "Please add me to your weekly e-mail list."

Thursday, December 7, 2023

Capitol Financial Solutions recently hosted a webinar put on by Equitable.  I was so impressed with their 'Share Your Love' Family Discussion Guide that I've been delivering copies to many of my local clients and friends.

Friday, September 22, 2023

Have you ever considered the enigma of estate planning? It's a crucially vital topic yet often one of the trickiest to discuss. In reality, none of us like to dwell on the thought of our own mortality, right?

Thursday, August 3, 2023

I recently shared this graphic and statistic on LinkedIn and believe it's important enough to re-share here on my website blog. I'd love to know what you think.  Please reach out to me at today.

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Friday, July 21, 2023

Since we are still in July, I wanted to share a short U. S. history lesson.Click on the link below to view an article detailing how Benjamin Franklin laid the groundwork for foiling early counterfeiters (mostly British).

Wednesday, May 31, 2023

As we big farewell to May and welcome June, now is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments.

Monday, March 6, 2023

March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...

Friday, February 10, 2023

Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear.

Tuesday, February 7, 2023

Insurance: we all hope to not need it, but wouldn't want to be without it when we do.

Monday, January 23, 2023

Divorce is an ending, and endings aren’t easy. There’s a lot of emotion involved: sadness, confusion, fear of the future, and maybe anger, to name just a few. It’s understandable if you want to sit on the sofa...