Broker Check


Wednesday, February 7, 2024

While there are challenges in areas such as commercial real estate, investors ought to stay diversified and balanced in order to navigate this period of financial and economic instability.

Wednesday, February 7, 2024

2023 Income Tax Brackets and Rates

Monday, November 20, 2023

By Ramsey Solutions If you’ve heard it once, you’ve heard it a thousand times: You need to invest for retirement, especially if you want to build wealth and retire with a nice nest egg. That means you’re going to...

Wednesday, November 15, 2023

There are many ways in which politics matter but investors should maintain perspective when it comes to their investment decisions.

Thursday, October 12, 2023

We were honored and humbled to receive this year's "Downtown Champion" award during the 60th Annual Small Business Awards hosted by the Hancock County Chamber of Commerce. "This award recognizes your outstanding contributions to your...

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Tuesday, October 10, 2023

History shows that it's often better to hold onto a diversified, properly constructed portfolio than to try to time the market due to geopolitical events.

Monday, July 31, 2023

At its June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening. Since last March, the Fed has raised rates 10 times from zero to 5%, making this the second-fastest rate hike...

Monday, April 24, 2023

History shows that waiting for the next pullback often results in missed opportunities both in terms of returns and the length of time investors need to wait.

Wednesday, March 15, 2023

The recent failure of three U.S. banks has raised concerns over the economy and financial system. The situation is still evolving and there is plenty of speculation as to what might come next...

Thursday, January 19, 2023

While 2022 was challenging, history shows that markets can turn around when investors least expect it.