Broker Check

Blog

Wednesday, September 23, 2020

The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup.Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp.,...

Wednesday, September 16, 2020

To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders here in the USA.

Wednesday, September 9, 2020

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent....

Wednesday, September 2, 2020

This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year. But that's not all that's different. The current administration has issued an executive memorandum...

Wednesday, August 26, 2020

Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the...

Show All

Wednesday, August 19, 2020

Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split.Remember, any companies...

Wednesday, August 12, 2020

INVESTMENTREAD TIME: 3 MIN Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better...

Wednesday, August 5, 2020

One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...

Wednesday, July 29, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Wednesday, July 22, 2020

Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an insurance company. In exchange, the insurance company...

Wednesday, July 15, 2020

Americans who have been adversely affected by the COVID-19 pandemic will be able to access retirement accounts to help cover daily expenses, penalty-free. Now, in addition to those who have lost their jobs during the COVID-19 pandemic,...

Wednesday, July 8, 2020

We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation marks and symbols, and upper- and lower-case letters. Or should they? Recent research into password security has...

Wednesday, June 24, 2020

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

Wednesday, June 17, 2020

As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33%...

Wednesday, June 10, 2020

Investing with Your Heart Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more...

Wednesday, June 3, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...