Broker Check

Blog

Welcome to the Wealth Management blog. We will cover a wide variety of topics ranging from current event breakdowns, personal finance tips, business breakdowns, and more. These are meant to provide our insight on different topics and to be an easy place to come, read through topics you find interesting, and to give you some useful information to use in your life. Each blog will be authored by one of the advisors in the office and we would love feedback and interaction as we go with your own thoughts and experiences on the topics we discuss. So please feel free to reach out to us or the author directly!

To team with the blogs, some of the topics will be covered in videos as well that we create and produce. The blogs will typically be a bit more in depth than the videos, with both covering their own different aspects of the same topic, to keep the content refreshing and new to viewers. 

Over time, be sure to come to the blog to see what the topic of that time is, and feel free to check out the video content we have that covers both the blog topics and more.

Tuesday, May 6, 2025

Here's a simple framework to make a confident decision on whether to pay down debt or invest.

Tuesday, April 29, 2025

Retirement confidence isn't just about hitting a magic number. It's about knowing you're financially prepared for the life you want—without second-guessing yourself every time the market wobbles or expenses come up.

Thursday, April 24, 2025

Each spring brings a new wave of wanting to start cleaning things up as the weather turns for the better. Typically this is cleaning out your garage or garden, but let’s add one more thing to that list. Tidying up your finances.

Wednesday, March 12, 2025

The start of 2025 has brought on a rapidly changing landscape of headlines changing by the day. Given the evolving situation we have to begin this year, it is more important than ever to talk about how to navigate it.  

Wednesday, January 29, 2025

Retirement planning doesn’t have to feel like an uphill climb. We understand how overwhelming it can seem. We’ve designed our process to be simple and comprehensive, allowing flexibility every step of the way.

Show All

Tuesday, January 28, 2025

Investment planning is a cornerstone of financial success. It’s about more than just growing your money—it’s about creating a strategy that helps you achieve your goals and secure your future.

Monday, January 27, 2025

Planning for retirement is one of the most important financial steps you can take. It’s about more than just saving money—it’s about ensuring you have the freedom to enjoy your life after work. A clear plan will help you stay on track.

Wednesday, January 15, 2025

When people think about estate planning, they often picture complicated legal documents. The truth is, estate planning is important for everyone because it’s about making sure your loved ones are cared for and your wishes are respected.

Monday, October 28, 2024

Life is full of uncertainties, and while we can’t predict the future, we can take steps to protect the people we care about most. The goal is to provide peace of mind no matter what stage of life you are in.

Thursday, October 24, 2024

Financial planning is the process of creating a strategy that aligns your finances with your life goals. Whatever stage of life you are in, having a solid financial plan can provide clarity, direction, and most importantly peace of mind. 

Monday, October 21, 2024

Planning for your children's education and your own retirement are two of the most significant financial goals you'll face in your lifetime. Both require long-term saving strategies and they can often feel like competing priorities.

Friday, October 18, 2024

College is one of the biggest investments a family can make in their child’s future. Planning ahead, exploring financial aid opportunities, and using effective saving strategies can make a huge difference.

Thursday, May 16, 2024

From art installation gone wrong to the NFL making another deal with a different streaming company, a lot has happened over the last two weeks.

Saturday, May 4, 2024

This will be for those in retirement while going through uncertainty, and ways to think about what retirement in uncertain times may mean for you. But more importantly, how do you lower that stress as much as possible in these times.

Friday, May 3, 2024

It has been a rough start for Apple to start the year, piled on the fact that Samsung has taken the top spot again. Elon has had some interesting trips and a big decision to make. And your next smart device might be a cart.

Tuesday, April 23, 2024

We have inflation conversations, an election looming later in the year, and geopolitical tensions continuing to make headlines. But, all of these reasons can be seen as a reason why it is just as important as ever to continue investing.

Tuesday, April 16, 2024

Another Bi-Weekly Breakdown is here! Interesting couple of weeks so we tackle some of the stories that caught our attention.

Thursday, April 11, 2024

As of writing this, the market is selling off due to a higher than anticipated inflation report for March. CPI came in at 3.5% higher year over year and 0.4% higher on a monthly basis. As these numbers came out investors reacted strongly an

Wednesday, April 3, 2024

The first quarter came and went and the year is officially 25% complete. It went fast, as it always does. The first quarter was great for the stock market and economy, notching gains in all three major indexes.

Friday, March 29, 2024

Welcome to the first bi-weekly breakdown. This is where we will be breaking down some of the bigger stories that hit the headlines over the prior two weeks and shed some light on them.

Thursday, March 28, 2024

In February, home sales rallied 9.5% from January. And although year over year sales are still down 3.3%, February posted the highest monthly gain since this same time last year. 

Monday, March 25, 2024

Make saving and investing as easy as it can possibly be by making your day to day goals as small as possible. It sounds strange, but when you're building to your big goal, you need those small daily wins to stay on path.

Tuesday, February 27, 2024

A running theme in 2023 was the explosion of AI and in turn the rebound of big tech companies. This story has continued into 2024 and even flourished.

Wednesday, January 10, 2024

Election years are like the stock market's own brand of roller coaster. Historically, the market has shown a tendency to be cautiously optimistic, with average returns hovering around 7-9% for the S&P 500. 

Thursday, January 4, 2024

Let's take a look at three potential winners and three potential losers in 2024.

Friday, December 15, 2023

Good news is starting to actually be treated like good news again, but slowly. For much of 2023 investors have felt relatively positive about the economic data that we have seen. Except for a stretch from the middle of August to the...

Monday, October 2, 2023

Everyone has their own goals, their own set of rules, and their own "winning" at the end of the day. But there are the same seven things people can do investing to make sure they get their win. These are them.

Thursday, September 28, 2023

The housing market has always been a high point of interest for the economy. So what does it look like now? Also, what are some factors that may impact it in the future?

Tuesday, September 26, 2023

Government shutdowns feel like a conversation we have often. However, the stock market performance does not show the same fear that you typically think you'd see.

Tuesday, September 19, 2023

The student loan restart has begun. While it may seem daunting to jump back into paying your loans off, taking it step by step makes it much easier to tackle.

Wednesday, May 24, 2023

Changing jobs is no small feat, it's a big deal. Along with the exciting opportunities and fresh challenges that come with a new gig, there's a whole world of financial matters to consider.

Tuesday, May 23, 2023

Just like everyone else, we are seeing and hearing a ton of conversation around the debt ceiling for the US. 

Thursday, May 18, 2023

There has been a lot of noise lately in the media with conversation around economic strength or weakness. The one bit of data that is being brought up with conflicting opinions is the unemployment rate. What does this mean for us?

Tuesday, May 16, 2023

Part 2 of the series where we debunk financial myths and mistakes we often see day to day.

Wednesday, April 26, 2023

In today's world, consumerism has become a way of life. But have you ever stopped to think about the psychological factors that influence our spending choices?

Thursday, March 30, 2023

Automating your personal finance can change your life. And that isn’t an exaggeration. We all know and have been there when you know you should do something and you just don’t. That is especially true when it comes to...

Monday, March 27, 2023

There are countless lessons to learn when it comes to investing. In this, we will be talking about concentration risk, and how it can ultimately ruin your investing if you aren’t careful of it. 

Wednesday, March 22, 2023

There are countless amounts of personal finance and investing myths and mistakes. Welcome to part one of busting these myths and mistakes. 

Wednesday, March 8, 2023

Compound interest is one of the biggest wonders of investing. In the simplest explanation, compound interest is interest earned on top of interest.

Monday, February 27, 2023

One of the biggest questions we get and probably the biggest question in retirement investing is, should I invest in my 401(k) with pre-tax or post-tax money? And the follow up, what’s the difference? 

Wednesday, February 22, 2023

2022 is in the past and behind us now. However, the lessons and fall out from 2022 will continue to be seen for years to come. So what are these lessons? The big lesson is that investing isn’t as easy as many thought it...

Monday, January 9, 2023

Some of the biggest headlines we saw in 2022 and will continue to see in 2023 are centered around layoffs. The headlines aren’t as scary once you look around and see that outside that one specific sector, the labor market is strong.

Friday, December 23, 2022

Making financial goals for the new year is just as important as anything else. Let's wrap up 2022 and plan ahead for 2023.

Tuesday, December 6, 2022

The dust has settled and the midterms are finalized. So, what does this mean for markets? 

Wednesday, November 23, 2022

It is no secret that this year the market has not been kind to investors. So during this time, a lot of questions come up. None more prevalent than, what should I do? So let's give some answers to those questions.

Monday, October 10, 2022

I’ve written and spoken about earnings season in the past. Most of my thoughts have come down to the fact that I think overreaction during earnings season is common. We have companies come out and get praised for doing well and...

Monday, September 12, 2022

Student loan forgiveness has made headlines in the past couple weeks. Let's take a quick look at how we got here and what might happen from here.

Wednesday, August 3, 2022

Breaking down why exactly there is confusion around GDP and the conversation around a recession.

Friday, July 29, 2022

It was a very busy week of earnings, the Fed, GDP, and more.

Friday, July 29, 2022

The future of supply chain might look very different. We have seen there needs to be some changes and Nike is proving what changes need to be made.

Friday, July 22, 2022

In this week's recap we see TikTok challenging Google, it is the start of earnings season, and Netflix is still losing subscribers.

Friday, July 15, 2022

In this week's recap we go over inflation, unemployment, Twitter suing Elon and more!

Wednesday, July 6, 2022

Mortgage rates have increased significantly this year. Let's take a look at what you should do depending on what stage of life you're in.

Friday, June 17, 2022

We are in a period of high inflation. We all see it in our lives. But what does that mean for the stock market? If we look back in history, it means good times are coming. Let's dig into it.

Thursday, May 26, 2022

Earnings season is the couple of weeks after each quarter ends where companies go over their earnings reports. Let's talk about the pieces of the earnings call and what the reaction to them is for investors.

Tuesday, May 24, 2022

With the housing numbers for April now out, we are starting to see some changes in the market. Let's break that down and talk about what the future may hold.

Friday, May 20, 2022

Retailers are in a transitional period. Inflation, supply chain, and a changing consumer are all impacting them. Let's talk about what they are seeing and what might happen now.

Tuesday, May 17, 2022

Sometimes it feels like it might be easier to focus on the negative than it is to focus on the positive. That doesn't mean there aren't positives we can focus on. Let's talk about some reasons to be optimistic in the second half of 2022.

Thursday, April 14, 2022

The Fed is raising rates. Let's talk through why they are and what that means for us moving forward.

Wednesday, March 30, 2022

The future is almost always uncertain. One thing that remains the same throughout uncertain times is investing. So how should you do so?

Wednesday, March 23, 2022

Debt is something that is commonly seen as inherently bad. However, that may not be the case. There is a difference between bad debt and good debt. There's also a line to manage between the two of them.

Wednesday, March 9, 2022

The Russian invasion of Ukraine has been going on for roughly two weeks. The next question remains unanswered, what direct impact the invasion may bring to the US and globally?

Thursday, February 24, 2022

War times are historically favorable for the stock market.

Saturday, February 19, 2022

A brief dive into inflation, the CPI Index, and what it all may mean for us.

Wednesday, February 16, 2022

The supply chain issues have been a hurdle that consumers and companies alike have had to maneuver. Now we see companies bringing more manufacturing back into the US to avoid future disruptions.

Wednesday, February 9, 2022

Our monthly subscriptions are costing more. How much more? And why do companies need to increase these prices?

Tuesday, January 18, 2022

What is the Metaverse? How does it change our lives? What are businesses doing about it?

Tuesday, December 7, 2021

This blog covers the future that electric vehicles may have and the role they can play in all of our lives as we move closer to the mass adoption of these types of cars.