Broker Check


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.

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...