Broker Check


Monday, February 26, 2024

Tips to navigate financial uncertainty for a more secure and restful future. In an era of unprecedented change and economic volatility, the sleepless nights associated with financial concerns are becoming all too familiar.

Monday, February 5, 2024

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women.

Tuesday, January 23, 2024

Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career's demands is welcome, retirees soon find that the keys to living well in this new phase are engagement and purpose.

Tuesday, January 2, 2024

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth.

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down.

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Monday, December 11, 2023

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas.

Wednesday, November 29, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur.

Monday, November 13, 2023

How to build a legacy that truly resonates with your vision for the future. For women, wealth represents more than just financial independence.

Monday, October 30, 2023

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die.

Tuesday, October 24, 2023

Many businesses start small, begun by people seeking the exciting and potentially rewarding experience of "being their own boss" while doing something they enjoy.

Friday, October 6, 2023

For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.

Monday, September 18, 2023

Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time.

Monday, September 11, 2023

Take control of your retirement planning with a defined contribution plan. The 401(k) pension plan, named after that section of the Internal Revenue Service Code that created it, has become one of the most popular retirement plans.

Sunday, August 27, 2023

Women face unique financial challenges and need to proactively plan. As we witness a societal shift with more women taking control of their financial health, it's clear that financial empowerment is no longer a men's only domain.

Monday, July 31, 2023

Why most investors are not at all positive during a bull run – and miss out. In the world of investing, there are few phrases as exhilarating as "bull market".

Tuesday, July 18, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully.

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Saturday, June 24, 2023

Financial freedom is essential to being financially secure and meeting your goals.

Wednesday, June 7, 2023

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them.

Tuesday, May 16, 2023

In 2021, women-led companies only received 2% of all venture capital funding, a figure considered the lowest percentage in more than five years.

Monday, May 8, 2023

As a female entrepreneur, you may face different challenges than your male counterparts. Women must be proactive about strengthening their businesses and preparing for retirement.

Monday, April 17, 2023

Running a business requires gaining expertise in many things over a short period—especially financial matters. You may quickly feel like you are in over your head. Here are four key skills all business owners need to learn.

Monday, April 10, 2023

When it comes to financial management, women face unique challenges over their male counterparts. Women need to take control of their financial independence.

Sunday, March 12, 2023

Women's History Month is a great time to celebrate the contributions women have made to the United States. Here are ten tips for single women to help them live life on their terms.

Monday, February 27, 2023

There are some specific steps that women of all ages and all stages of life may take to manage their financial future. Here are some economic challenges women face and how they overcome them.

Monday, January 23, 2023

Planning for your company's legacy can not only help you shape your business's future after your departure, but it can also strengthen your company today. Here, Jenn discusses three key factors a solid succession plan should include.

Monday, January 23, 2023

What should you know about the Secure Act 2.0 that may impact you and your financial and retirement goals? Read below for a helpful overview of important information to know about the SECURE Act 2.0

Thursday, January 19, 2023

Below, we'll discuss some of the biggest financial regrets for women, as well as a few things that women may be able to do to avoid suffering financial regrets.

Monday, January 2, 2023

Getting ready for retirement is both exciting and daunting. If your retirement years are on the horizon, below are a few new year's resolutions that may help put you on track.

Sunday, December 11, 2022

There are several ways to pass wealth between generations that may provide tax advantages to help preserve it for the younger generations, as opposed to watching it disappear due to a tax consequence. Here are three options to consider.

Tuesday, December 6, 2022

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

Monday, November 14, 2022

The holidays are prime time for eating delicious food, celebrating with loved ones, and creating long-lasting memories. However, all this cheer can be both physically and mentally draining.That’s why it is essential to focus on...

Monday, October 31, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....

Friday, October 14, 2022

Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.1 For many individuals who...

Saturday, October 1, 2022

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...

Saturday, September 10, 2022

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

Friday, September 9, 2022

Retirement is an exciting time. You have worked hard all of your life and now get to take advantage of the fruits of that hard labor. While retirement is the perfect time to tackle to-do lists and all of the things you have always...

Saturday, August 13, 2022

For many women, working toward financial independence is more difficult. Obstacles women face include having a longer life expectancy than men which will require more savings for retirement, spending fewer years in the...

Tuesday, August 2, 2022

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Tuesday, July 5, 2022

The 401(k) allows (most) account owners to stash away $20,500 per year (or $27,000 for those age 50 and over), without paying any federal income tax on contributions.1 And with 2017's Tax Cuts and Jobs Act reducing the top...

Thursday, June 16, 2022

It often seems as if summer lasts from Easter to Halloween. But we typically see the hottest of the hot days (the “dog days” of summer) in late July and August. And this raises some concern for keeping safe and cool....

Tuesday, May 31, 2022

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support...

Thursday, May 19, 2022

With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task...

Wednesday, May 4, 2022

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...

Monday, April 25, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Monday, April 4, 2022

How Improving Your Physical Health May Benefit Your FinancesResearchers found that those with more severe debt may be more likely to have physical and mental health issues, although causality is a challenge to establish...

Thursday, March 24, 2022

For decades, women have been making their mark on the business world, overcoming struggles and adversity to be able to get the same recognition as their male counterparts. In the world of finance, the process has been slow, but the...

Friday, March 18, 2022

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...

Tuesday, March 8, 2022

March is National Nutrition Month and can mark a great time to develop new habits.1 With days growing longer (and warmer) and the growing season just beginning, it can be simpler to add fresh fruits and vegetables and outdoor exercise...

Tuesday, February 22, 2022

Wall Street has little recent history to go from, but two things are very likely Starting in late 2021 and throughout all of 2022, Wall Street has debated what markets might do if Russia invades Ukraine.On February 11th, Jake Sullivan,...

Tuesday, February 15, 2022

Women face unique financial challenges as they age. When compared with men, women live longer, earn less, and spend fewer years in the workforce. Financial concerns are often more acute for older women who are divorced, widowed, or...

Tuesday, February 1, 2022

Sitting down to figure out your budget can be a daunting task, especially if you don’t know where to start or what you’re specifically budgeting for. The following tips offer simple ideas to help you get your finances on...

Thursday, January 20, 2022

When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you...

Friday, January 14, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Wednesday, January 5, 2022

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you...

Tuesday, December 28, 2021

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...

Sunday, December 19, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

Wednesday, December 8, 2021

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with...

Tuesday, November 23, 2021

As Americans age, many of us are coming face-to-face with friends and family members who need long-term care (LTC). And, as we watch others grapple with the emotional and financial consequences of a long-term care event, we can’t...

Sunday, November 14, 2021

The holidays are prime time for eating delicious food, celebrating with loved ones, and creating long-lasting memories. However, all this cheer can be both physically and mentally draining. That’s why it is essential to focus on...

Wednesday, November 10, 2021

Spend as much time fixing your mistakes as you do planning the holidays. You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your...