Broker Check

Educational Videos

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Surprises

Making the most of surprises is a great reason to work with us.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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