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. We’re glad to have you reading along.


Friday, February 8, 2019

Encourage your high school kids to apply for as many scholarships as they can find! Earning scholarships that help lower tuition will make the time and effort worthwhile. By the way, check out our scholarship, up on our website now....


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.'"