Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, August 15, 2017

“Don’t tell me where your priorities are. Show me where you spend your money and I’ll tell you what they are.”


Tuesday, August 8, 2017

Next time you’re about to make an impulse purchase...


Tuesday, August 1, 2017

"Just as you should dress appropriately for your age, you should spend appropriately for your income."


Monday, July 24, 2017

"Can you wait 30 days before you make a major purchase? That will give you time to decide whether it is a 'want' or a 'need.'"