Broker Check

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From time to time, we like to share our thoughts.  These educational pieces cover a variety of topics.  Please stop by every now and then to see if something interests you.

Wednesday, November 8, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Tuesday, June 13, 2023

The world economy has become an intertwined web of intricate connections, where a disturbance in one part can send ripples across the globe. For the financial sector, no term has captured this phenomenon more succinctly than "supply chain."

Monday, May 15, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Thursday, April 6, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...

Tuesday, February 7, 2023

Before we dive into this week's update, I would like reiterate the cyclical nature of our world and how the economic backdrop and financial markets do not always align or agree. That is one of the reasons we have day-to-day market...

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Monday, January 9, 2023

Currencies can be a complex topic. Here we will provide a quick background on the topic and discuss what the currency markets might look like going forward and how they might impact investors and their financial plans.

Thursday, September 8, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Wednesday, August 10, 2022

 I wrote this blog a couple of years ago, but I thought it might be helpful to revisit. When I was a kid, my parents and I were set to leave on a family vacation. Our flight was scheduled to depart early the next morning. We had...

Monday, July 18, 2022

This past weekend, I was driving to our son’s swim meet.  I was running a few minutes behind, so I was driving slightly over the speed limit.  But I had my trusty, popular GPS app that alerted me to potential law...