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.

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?

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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...