Broker Check

Blog

Wednesday, January 26, 2022

A portfolio of stocks and bonds used to be the gold standard, but it just doesn’t cut it anymore. It’s time to throw some alternative investments into the mix.

Monday, January 24, 2022

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...

Wednesday, August 18, 2021

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...

Tuesday, July 20, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

Thursday, June 17, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Show All

Friday, May 14, 2021

We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...

Tuesday, March 23, 2021

You Triggered a Wash Sale If you have sold company stock at a loss, the IRS’s wash sale rule could disallow your loss if you buy the same stock again within 30 days. This rule seems straightforward, but like all things with the...

Friday, March 19, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Friday, February 19, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, January 20, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

Friday, December 18, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Friday, November 20, 2020

One of the biggest decisions to make in retirement is ensuring you have the health care coverage you need, when you need it. Medicare can be a complicated program to navigate and as you approach the time in which you can begin...

Thursday, October 15, 2020

The pandemic has showcased how much we rely on the internet, which makes it possible to virtually work from home, shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with...

Wednesday, September 16, 2020

Vaccine development continues to a be a source for good news in the fight against COVID-19. AstraZeneca announced its vaccine candidate entered the final stage of testing in the US, while Moderna, Pfizer and BioNTech have vaccine...

Tuesday, September 1, 2020

I look back on my post about our quarantine experience “so far” at the end of May, 2020 and think about how we’ve continued to adapt to the reality that the COVID-19 pandemic has brought us. This time we’ll...

Thursday, August 13, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

Monday, August 10, 2020

Though increasingly being replaced by Restricted Stock Units (RSUs), Stock Options remain an attractive method of compensation for both employers and employees. Most often used by start-up companies, Non-Qualified Stock Options (NQSOs)...

Thursday, May 21, 2020

Quarantine - mid 17th cent.: from Italian quarantina ‘forty days’, from quaranta ‘forty’. It was March 12, 2020 when my family began our quarantine. My team of colleagues had organized an annual gathering to...

Wednesday, April 29, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...