Broker Check


Tuesday, July 7, 2020

Best quarterly performance in decades as pending home sales index surges The Art & Science of Rebalancing There is no question that COVID-19 has caused untold damage to your retirement portfolio. Whether you are a few years away from...


Monday, June 29, 2020

S&P 500 Falls Back into Correction Territory asCOVID-19 Worries Jump and Social Unrest Increases • The week started off strong as U.S. stockmarkets rose while volatility declined, but thelatter part of the week saw markets...


Thursday, June 25, 2020

Why are “Expert” Predictions and Polls So Wrong? How investors should receive data, polls and consensus expectations. On Friday, June 5th, the Department of Labor reported that non-farm payrolls added 2.5 million jobs...


Tuesday, June 16, 2020

• The U.S. stock markets started the week off well but then ran into a Wall of Worries and recorded their worst weekly losses since March • The small-cap Russell 2000 suffered the most, dropping 7.9%, followed by the 5.6%...


Wednesday, June 10, 2020

U.S. Markets Jump for Third Week in a Row as the U.S. Economy Stunningly Adds 2.5 Million Jobs in the Month of May • U.S. stock markets roared forward after a widely unexpected May Employment Situation Report suggested the worst...


Show All

Tuesday, June 2, 2020

What should investors think when companies can’t estimate their earnings? Five years after the Wall Street Crash of 1929 and the beginning of the Great Depression, Benjamin Graham and David Dodd, both professors from Columbia...


Wednesday, May 27, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 1. Do you have a will and powers of attorney...


Thursday, May 14, 2020

“Buying local” just might help revive the massive $470 billion sports industry We love sports for the excitement. We love sports for the drama. And we love sports because it allows us to be with friends and family. But the...


Wednesday, May 6, 2020

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Federal,...


Tuesday, April 28, 2020

Understanding leading and lagging indicators to make informed decisions For many of us, our house is our biggest investment and asset. Consider these facts: • According to the National Association of Realtors, the median...


Wednesday, April 22, 2020

Almost everything was red as the first quarter was one for the record books The first quarter of 2020 is over and it was ugly, as just about all asset classes, styles and global markets dropped. In the U.S., investors saw the Dow Jones...


Tuesday, April 14, 2020

Helping investors better understand bear markets, corrections and crashes The pace with which the Coronavirus bear toppled the longest-running bull market in history was startling. The Dow Jones Industrial Average officially entered...


Thursday, April 9, 2020

CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signedinto law. This $2 trillion emergency relief package is intended to assist...


Thursday, April 2, 2020

Anyone holding bitcoin would have watched the market with alarm in recent weeks. The virtual currency, whose price other cryptocurrencies like ethereum and litecoin largely follow, plummeted from more than US$10,000 (£8,206) in...


Wednesday, March 25, 2020

Mere weeks in, and 2020 will most certainly be remembered as an unprecedented year. It is times like these when, as corporate leaders, setting an example for attentive and decisive action on behalf of the people it employs and serves...


Wednesday, March 18, 2020

On a Sunday, The Fed Cuts Rates to Near Zero The ninth surprise rate cut in history is the second due to the coronavirus In a dramatic and emergency action to support the U.S. economy during the coronavirus pandemic, the Federal...


Thursday, March 12, 2020

Mike and Dan get Very, Very Real


Tuesday, March 3, 2020

Worst One-Day Point Drop in History for the DJIA Be careful that you don’t turn a temporary decline into a permanent loss On Thursday, February 27, 2020, stocks around the world fell sharply amidst a huge spike in volatility as...


Wednesday, February 26, 2020

How does Divorce affect Estate Planning? Wills for both spouses are often drawn up sometime during the marriage--particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors...


Friday, February 21, 2020

Although there's no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help: • You should review your estate plan immediately after a major life event • You'll probably...


Tuesday, February 11, 2020

If something were to happen to you, would you family know where to find your important documents? Millions of Americans have failed to prepare their financial and medical documents. As part of a comprehensive wealth management program,...


Thursday, February 6, 2020

Your Financial Future


Wednesday, February 5, 2020

Full CornonaVirus article


Thursday, January 16, 2020

Educational Series Update This week's Special Guest John Daley joins Dan to provide an Education Series Update. Listen in


Thursday, January 2, 2020

Click here; Dan and Mike Will educate you on what you need to know


Thursday, January 2, 2020

Secure Act Full Article (Click this link )


Thursday, December 26, 2019

Tune in this Saturday @ 8:00am. Dan and Mike will be discussing College football preview, and NFL review. This weeks Radio Show..take a listen


Wednesday, December 11, 2019

Read Full Article here; Year End Giving


Tuesday, December 3, 2019

Read the article: 2019 Year-End Tax Planning Basics


Monday, December 2, 2019

Read the Article : Estate Planning


Friday, November 29, 2019

Click here for "Women and Money: Taking Control of Your Finances"


Thursday, November 21, 2019

Read the Article; 4 Things Women Should Know about Social Security


Thursday, November 21, 2019

Read the Article: 20 Answers You Need Before You Retire


Monday, November 18, 2019


Monday, November 18, 2019

Click Below Life is Always Changing, Make sure your insurance keeps up.


Thursday, November 7, 2019

Click Here Market Month October 2019


Wednesday, November 6, 2019

Concierge Service: Coordinate with other advisors such as your attorney and accountants. Hold regular meetings and ensure that all planning is well coordinated and implemented. Maintain copies of documents such as insurance policies,...