Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, March 13, 2023

Bank Failures - Did We Just Drive Onto the Shoulder! In Feb of 2022 I wrote on this blog: Sprinkle in a little pent-up demand from the pandemic, and voila, prices go up. The only question is - will the Fed run the economy into the ditch!

Wednesday, February 1, 2023

That's a question I've been asked a number of times in recent weeks. And my answer is the same, "Let's give it a little time."

Wednesday, December 21, 2022

Last year at this time it was pretty clear interest rates were going higher, but how fast, and would it cause a recession. Things are a bit clearer now, but when (and if) we’ll enter a recession is still unclear.

Wednesday, September 21, 2022

Until recently I thought we might avoid a recession. Federal Reserve Chairman Powell changed my mind.

Monday, September 12, 2022

Probably the most underused of the 4 distribution options by Publix Associates, but when properly understood and implemented, can result in significant tax savings.

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Wednesday, August 17, 2022

Hey Publix Associates! Are you approaching retirement and trying to understand the different distribution options you have with your Publix Profit and 401(k) Smart Plan? In this article, I’m going to go deep into what I call Option #1.

Thursday, May 26, 2022

In the 23 years I’ve been an advisor, I don’t think I’ve ever seen a time when the direction of the economy and the markets were so clear, and at the same time, so opaque.

Friday, May 6, 2022

Friday, March 18, 2022

Tuesday, February 1, 2022

It’s been said “the more things change, the more they stay the same”. 2021 is in the rear-view mirror and it’s 2022, but many of the things that seemed a bit out of alignment last year still are. 

Tuesday, January 4, 2022

Thursday, December 16, 2021

Friday, October 1, 2021

In the next few months, the drumbeat to raise taxes will continue to get louder. The Biden Administration is seeking a 3.5 trillion dollar increase in Federal income and corporate taxes to help bolster its policy agenda. There has been...

Friday, October 1, 2021

Debates over government debt, taxes, and infrastructure have captured the attention of the nation this week. All eyes are on Washington and Wall Street as these events play out, with potentially far-reaching consequences that seem to...

Thursday, August 19, 2021

In my last article, I wrote about how billionaire Peter Theil turned an initial $2,000 contribution to his Roth IRA into $5 billion (available to him tax free), and how most Americans can take advantage of this type of arrangement if...

Tuesday, August 17, 2021

Taxes on the Seed or the Crop? What we can learn from Peter Theil’s Roth IRA A story recently hit the news that surprised even me. It was reported by ProPublica, that an investor has amassed over $5 billion in type of retirement...

Wednesday, June 2, 2021

What a Difference a Year Makes With the economy and markets clearly recovering, it’s seems clear we’re on the other side of this pandemic. I wrote an article last year on April 8th at a time when things were much less...

Thursday, January 14, 2021

I’m writing this on the early afternoon of January 6, 2021, as the “alternate reality” of U.S. politics and the rise in markets continues. Right now, our Congress is debating whether to accept the votes of the...

Monday, August 10, 2020

Are we really recovering? We just experienced the sharpest quarterly economic decline in U.S. history. Will we get the bounce we need in Q3?

Friday, May 22, 2020

Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell’s unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%, while the Standard...

Wednesday, May 20, 2020

COVID 19 In mid-January, I began to see tweets from people in my business related to a Corona Virus outbreak in Wuhan China. Most of them came from a hedge fund manager who, in 2006, saw the housing and credit crisis coming and made...

Tuesday, May 12, 2020

LPL Financial Research - Time for a Pause?

Friday, December 20, 2019

As you’re probably already aware, Publix recently announced a significant change to your 401(k) Smart Plan. The company has decided to only allow you to invest up to 25% of your contributions into Publix stock. Until now,...

Friday, October 11, 2019

My last column on the new SECURE Act was quite detailed and a little “wonky” so I thought I’d write something less academic that was brought about by a recent event and has had a profound effect on me and my career....

Monday, September 30, 2019

When I became a financial advisor in 1999, the amount of assets you could pass on to your heirs without paying federal estate taxes was $650,000 per individual. Today it is $11.4 million. As a result, there are fewer estates subject to...