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.)

Friday, January 21, 2022

The day will come when all of us will pass, and what happens then will either be something of our choosing or a consequence of us not making a choice. Answer these 7 Questions to Protect Your Heirs and Estate.

Monday, December 6, 2021

Updated Premiums and Deductibles for Medicare.

Tuesday, November 16, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Friday, October 29, 2021

With temperatures falling and the nights growing longer, goblins, ghouls, and ghosts across America are preparing for our second-largest commercial holiday: Halloween. With this frightful day fast approaching, here are some fun facts...

Wednesday, January 27, 2016

Stop! Take a breath. If you’ve been following the news lately, you know that the markets look grim. But if you’ve been following the news your entire adult life, you know that we’ve been here before and we’ll be here again. Contrary to...

Tuesday, December 15, 2015

There’s nothing better than a good Christmas story, and this year I was lucky to come across a great one. As you know, Christmas is about more than just gifts under the tree or colorful lights. It’s about more than...

Wednesday, November 25, 2015

During this holiday season, much time is spent selecting the right gift when the perfect gift is free and already in the possession of the giver. I recently read a story about a young man who learned what is most important in life from...

Tuesday, October 20, 2015

The Common CorrectionHow 3rd Quarter of 2015 Market Corrections Compare to the Common ColdHave you ever caught a cold that seemed to drag on forever? The kind of cold where your sniffles and coughs persist for weeks? The markets are...

Wednesday, October 7, 2015

This Is What You Pay Us For If you’ve opened a newspaper or kept an eye on the markets lately, you know that the last few weeks have been crazy. Volatility is back, and it’s back with a bang. Currently, we are experiencing...

Wednesday, September 16, 2015

Below you will find the recipes from our 2015 end of summer cookout. Bon Appetite!Click Here for: Tequila Pineapple ChickenClick Here for: Dads Beans

Wednesday, September 16, 2015

Anytime the Gold Tree Financial team can add value for our clients, we like to do so. This includes times when a client needs help buying a car, having home repairs completed, and periodic review of property / casualty insurance...

Thursday, September 10, 2015

If you have been receiving our letters and newsletters for a while now, you know that we sometimes feature various sporting figures and their stories. That’s because sports are, in some ways, a universal language. Since the dawn of...

Friday, September 4, 2015

Mondays Are Hard Enough It’s never fun to switch on your TV or computer Monday morning only to see bad news about the markets. After all, Mondays are hard enough without having to worry about the markets, right? But chances are...

Friday, August 7, 2015

Thoughts on Four Financial Hot Spots When it rains it pours, as the saying goes. If you’ve been following the financial news this summer, it probably seems like a torrential storm has been churning all around the world. Every...

Wednesday, July 15, 2015

“Nothing in life is to be feared. It is only to be understood.”– Marie CurieMany people have asked us about the recent news out of China. “What’s happening to their stock market?” they want to know. “Will it affect us? Should I be...

Tuesday, July 14, 2015

"Success comes from knowing you did your best to become the best that you are capable of becoming"

Wednesday, July 8, 2015

If you’ve opened a newspaper in the past few days, you probably saw headlines about the Greek debt crisis. It’s possible you found these headlines easy to understand, with no explanation required. It’s also possible you shrugged your...