Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, what we're doing over the year or changes in our office, tune in and keep in touch, we'd be happy to discuss any of these posts with you.


Friday, May 27, 2022

The last decade-and-change has been an incredible run-up of the equities markets. From the bottom of the global financial crisis in 2009 to the end of 2021, we saw the longest bull run that the stock markets have ever seen. Even...


Wednesday, December 15, 2021

Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...


Thursday, February 18, 2021

Last year was one for the history books. It was nothing short of eventful, and left many people confused about all of the changes that took place. A pandemic swept across our nation, leading to a quarantine that tested and shook our...


Thursday, February 11, 2021

We put together a list of the top mistakes federal employees made about their retirement last year, including FERS, taxes, TSP, and more.


Friday, January 29, 2021

Are we headed into a recession? Are we headed into a recession? I get this question all the time, maybe 10 times a week. Unemployment numbers a few weeks ago was the highest since the beginning of the pandemic1, the virus is still...


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Tuesday, October 6, 2020

As many have heard by now, various news sources released a look at information contained within President Trump’s tax returns. Let’s pause for a second. Yes, even after the very first sentence. I’m putting all...


Monday, June 8, 2020

The value of age is experience, whether we like it or not. I remember being in downtown DC the weekend following the ’68 riots. The city eerily still, store windows duct taped or boarded. The frightening sight of tanks and...


Thursday, May 14, 2020

Divorce is a complicated process and the devil is in the details. The process of deciding how to split two peoples’ lives can be daunting, and often there are different views of what’s “fair”. Being a federal...


Wednesday, May 6, 2020

Whatever it takes Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me, it will be enough. Wait, did Fed Chief Jerome Powell really say that? No, he didn’t, but the Fed’s actions...


Monday, March 16, 2020

Historical View of Pandemics As you have already heard, Coronavirus has become an international issue that is sweeping the globe. Many countries have issued boarder restrictions and cancellations of public events. Companies have shut...


Friday, March 6, 2020

Taxes are already a relatively complex thing to have to deal with. Fortunately for us, there are a lot of really great programs out there that can help make it easier if you have a relatively simple tax circumstance. If you or your...


Monday, February 24, 2020

The Week on Wall StreetTraders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite.A...


Friday, January 17, 2020

Feds and OPM As a current or former government employee, you’re a part of the largest employer in the world. You may have worked in many different capacities and continued to be a member of the Senior Executive Service (SES) or...


Wednesday, January 8, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act1 will have a significant impact on a large part of the population and will cause people to rethink and replan their retirement and estate planning strategies. The...


Monday, August 12, 2019

Getting to have $1 million might seem like it's an impossible task. There are currently over 11 million people in the US that are officially “millionaires”. A lot of them followed the same investing and behavioral...


Thursday, August 8, 2019

When should I use a Roth IRA? IRAs and 401Ks are excellent tools for investing and growing your wealth. I often get asked the question: “when should I be using a Roth IRA or Roth 401K?”. There’s no short answer for...


Friday, August 2, 2019

There’s good and bad advice in mostly every industry. Something that successful high net worth investors know is that they need a team of advisors in their corner with specializations in many areas. You might have heard it said:...


Tuesday, June 11, 2019

Federal employees are fortunate in being eligible to receive two types of retirement benefits once they retire from federal service. One of those is a pension, either the older Civil Service Retirement System (CSRS) annuity or the more...


Monday, March 20, 2017

Reducing these debts before retirement can help your nest egg last longer.


Monday, March 6, 2017

Many women stay put because they like their jobs—but they also desperately need the money.


Monday, February 20, 2017

After a certain age, you’re required to take distributions from your retirement accounts. If you don’t need the funds for immediate income, here are some options.


Monday, February 6, 2017

Health and wealth often go hand in hand—and the same actions can improve the status of both. These three tips can improve your personal as well as financial well-being.


Monday, January 16, 2017

Retirement stress spans every generation, but these steps can help workers of all ages improve their retirement prospects.


Thursday, January 5, 2017

Acting on worries about bond yields could actually hurt your retirement portfolio.


Monday, October 17, 2016

Before you leave the workforce for good, consider these tips to help ease the financial transition into retirement.


Monday, October 3, 2016

Financial experts often recommend a 4 percent withdrawal rate for retirement funds. But is that the right approach for you?


Monday, September 19, 2016

More than 1 in 4 workers have saved less than $1,000 for retirement, possibly putting a comfortable retirement far out of reach.


Monday, August 15, 2016

When it comes to retirement savings, the earlier you start, the better off you are. These calculations show exactly why.


Monday, August 1, 2016

There are many retirement threats lurking out there, ready to de-rail even the strongest plans. Here’s what to watch out for.


Monday, July 18, 2016

Many workers aren’t sure whether they’re saving enough or too little for retirement. Fortunately, it’s easy to find out.


Monday, July 4, 2016

Since 2013, Millennials have significantly increased their retirement savings, outpacing both Gen Xers and Baby Boomers, but they still have a long way to go.


Monday, November 9, 2015

Jamie to Speak on Divorce & Money at Financial Planning Association Luncheon