Broker Check


Monday, June 6, 2022

Turn on income streams that you may be available to you. Have a change in employment, a reduction in income and over 62 and eligible for social security? Converse with a professional to decide if it's prudent for you to do at this point.

Tuesday, May 31, 2022

If you can reduce or suspend distributions from your retirement accounts, then I would suggest doing that. That will give your portfolio an increased amount of time to recover from any losses that it may have taken on during this downturn.

Saturday, May 28, 2022

When the market shifts, that balance gets out of whack. It may be time to rebalance your portfolio. Make sure you are appropriately allocated for your risk tolerance and your time horizon today given what has taken place in the markets.

Tuesday, May 24, 2022

Outstanding debts: mortgage, auto loans, student loans, or credit cards. Look at opportunities to refinance. Discuss with a tax professional, make sure it is the right fit for you, understand the fees and interest you will pay over time.

Thursday, May 19, 2022

What you can control in video 4. Do you qualify for Roth IRA contributions? According to the Federal guidelines, you have the ability to put $6000 per year if you are under age 50 or $7000 per year if you are over age 50 into a Roth IRA.

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Friday, May 13, 2022

Video 3 of actionable steps/strategies that you can control during the Covid-19 epidemic. Today’s strategy is called a Roth IRA conversion which is essentially converting a traditional IRA or a taxable IRA to a Roth IRA or a tax-free IRA.

Monday, May 9, 2022

Second in a series of things you can control during COVID-19; harvesting tax losses. If you have a taxable account, meaning not tax deferred like an IRA or a Roth IRA or a 401(k), you have the ability to harvest the loss in an account.

Monday, May 2, 2022

First video in a series of actionable strategies. We can’t control the pandemic, our economy, stock market, but there are some things that we can control. The first thing that I want to talk about is what is called Dollar Cost Averaging.

Friday, April 29, 2022

Friday, April 29, 2022

In 2008, the financial world was in a dark place. The markets were in the midst of the subprime crisis. The sell-off in equities was broad and brutal. At the depths of the decline, equity markets fell by over half. The news media...

Friday, April 29, 2022

First growth, then income. If you're like most investors, you want to achieve growth while you're working and income after you retire. But that doesn't necessarily make it smart to change your investment strategy when you retire by...

Friday, April 29, 2022