Broker Check


This is our medium to communicate ideas, stories, and opinions that may be relevant and useful to you.

Saturday, February 18, 2023

Starting in 2024, 529 funds that don't get used for education will be able to roll over to the beneficiary's Roth IRA, free of taxes and penalties.

Friday, June 17, 2022

A quick note to talk about what's going on with markets.

Friday, June 10, 2022

Is the world more uncertain right now than it has been in the past? A brief thought along with the latest news.

Friday, May 13, 2022

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it's time to bail on markets for the summer, but I'll tell you why that thinking is a mistake.

Friday, March 18, 2022

Some perspective on the (many) headlines floating around. Is a recession coming? What about inflation? Is a recession coming?

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Wednesday, March 2, 2022

Some perspective on the grim situation in Ukraine and what could happen in markets. (Need a break from it? Scroll down to the P.S.)