Broker Check

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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. 

“An investment in knowledge pays the best interest.”
―Benjamin Franklin

Sunday, May 3, 2020

Many people think the only thing wrong with the economy is the coronavirus lockdown and the social distancing rules that have shut businesses across the country. Of course, the lockdown has been devastating. But the economy was...

Friday, April 24, 2020

Respect the Time Horizon Anyone who has taken a risk tolerance or asset allocation questionnaire has answered a question regarding the time horizon for their investments. Taking time horizon into consideration allows us to have a...

Friday, February 14, 2020

How the SECURE Act Impacts Inherited IRAs Last week, we published an article summarizing many of the changes the SECURE Act brings to retirement plans. These include new rules regarding retirement plan contributions, distributions, the...

Friday, February 14, 2020

As we approach Valentine’s Day, millions of Americans will celebrate with special dinners, cards, flowers, chocolates, and “I love you’s.” Whether you’re a fan of Hallmark Holidays or not (I’m not),...

Monday, February 3, 2020

At the end of 2019, Congress passed the biggest bill affecting retirement accounts in more than a decade. (You may have been unaware of it since the news cycle has been filled with the impeachment drama!) Today, we summarize the SECURE...

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Wednesday, October 25, 2017

The 401(k) is often considered the no-brainer, gold standard of retirement plans. But far from being a bedrock retirement plan, the 401(k) started as an experiment in 1981 and still has to prove itself. Those who decided to be a...