Broker Check

Blog

Sunday, May 29, 2022

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for out-of-state students. The...

Thursday, May 26, 2022

5 Budget Friendly Ways to Beat the Heat This Summer When the mercury rises, it can be tempting to retreat into the air-conditioned indoors. However, running your A/C at full blast day after day can wreak havoc on your summer energy...

Thursday, May 26, 2022

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone.Five questions to considerThink about each of the following questions. If you can answer yes to all of...

Thursday, May 26, 2022

Work is stressful at times, and anxiety and stress among your employees may lead to performance issues and an overall lower productivity rate. By promoting wellness in the workplace, you may reduce employee burnout and make the work...

Friday, May 13, 2022

With the S&P 500 Index in correction territory (down more than 10% from the previous peak) while the market faces a number of big threats, including inflation, a hawkish Federal Reserve, soaring yields, and war in Eastern Europe,...

Show All

Wednesday, May 11, 2022

Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between...

Tuesday, April 26, 2022

Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time may be appealing, the prospect of no longer receiving a regular paycheck might be intimidating for...

Friday, April 22, 2022

Ask your five-year old where money comes from, and the answer you'll probably get is "From a machine!" Even though children don't always understand where money really comes from, they realize at a young age that they can use it to buy...

Tuesday, April 12, 2022

April is not just about tax season and springtime. Since 2004, April has also been Financial Literacy Month throughout the U.S. Some states also recognize it, such as Arkansas, Oklahoma, Pennsylvania and Texas.1  This celebratory...

Tuesday, March 8, 2022

Getting married is a joyous time, but one that comes with numerous considerations. From living arrangements to future goals, marriage may quickly change a lot of things in your life. One thing that may drastically change after your...

Tuesday, March 8, 2022

For decades, women have been making their mark on the business world, overcoming struggles and adversity to be able to get the same recognition as their male counterparts. In the world of finance, the process has been slow, but the...

Monday, February 7, 2022

Not knowing what Congress will do should not stop you from planning One variable that is hard to plan for in retirement is taxes. There are steps you can take, though, despite the uncertain tax landscape. We don’t even know what...

Monday, February 7, 2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based...

Thursday, January 6, 2022

“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the right asset allocation to meet your...

Thursday, January 6, 2022

Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire...

Thursday, January 6, 2022

Sometimes we get so caught up taking care of our work, family, and friends that we forget to take care of ourselves. By taking daily mental breaks, you will perform better mentally and physically in your daily responsibilities by...

Thursday, January 6, 2022

Beware Scams at Tax Time Identity theft runs rampant during tax season Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date information or Social...

Tuesday, December 7, 2021

Thursday, December 2, 2021

In the last quarter of 2021, inflation increased at its highest rate since 1990.1 From gas prices to grocery costs to utility bills; many consumers are experiencing a serious case of sticker shock. Here are some steps you may take to...

Thursday, December 2, 2021

Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready: Important Dates and Deadlines Year-End Checklist for Tax Season...

Friday, November 12, 2021

For some, 2021 has flown by—and as we approach the last quarter of the year, it's a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022....

Friday, November 12, 2021

A well-structured estate plan can be invaluable to you and your family It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that...

Monday, December 2, 2019

The Week on Wall Street As November wrapped up, U.S. equity benchmarks advanced. Stocks were again aided by a sense of optimism that a preliminary U.S.-China trade deal could be near. For the week, the Nasdaq Composite added 1.87%;...

Monday, November 25, 2019

The Week on Wall Street Stocks declined last week as mixed signals emerged about the progress of U.S.-China trade negotiations. The three major Wall Street benchmarks all took weekly losses. The Dow Jones Industrial Average declined 0...

Monday, November 18, 2019

The Week on Wall StreetStock benchmarks were little changed for much of last week, but a rally occurred Friday after news broke that the U.S. and China could be closing in on the first phase of a new trade pact. At Friday's close, the...

Monday, November 11, 2019

The Week on Wall Street Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE...

Monday, November 4, 2019

The Week on Wall Street A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week...

Monday, October 28, 2019

The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...

Monday, October 21, 2019

The Week on Wall Street Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips...