Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. 

Monday, October 30, 2023

Craig Columbus details how the surge in treasury yields have driven the equity downturn over the last three months. Mr. Columbus discusses the catalysts behind these higher rates and provides his technical analysis of the current market.

Friday, September 29, 2023

Wednesday, August 30, 2023

Tuesday, August 15, 2023

Downsizing? Don’t Forget About Closing Costs Downsizing can be a great way for empty nesters to reduce overall housing costs and free up cash in retirement. Less square footage can mean lower utility bills, maintenance costs,...

Monday, July 31, 2023

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Friday, July 14, 2023

4 Expenses Retirees Frequently UnderestimateManaging spending is critical for maintaining the lifestyle you desire in retirement. Over time, your expenses may change as your lifestyle needs evolve. So, if you spend more than you...

Tuesday, June 13, 2023

Don’t Let the 4 D’s Derail Your RetirementWhile retirees have vastly different ideas about how they will spend their golden years, nearly all share a single goal: to maintain their desired standard of living throughout...

Monday, May 22, 2023

7 Tips for Blending Family and FinancesAccording to a popular wedding planning site, June marks the start of peak wedding season, which runs through early fall.1 If you’re among the thousands of couples planning a wedding in the...

Wednesday, April 26, 2023

Back to Basics: 5 Steps for Weathering VolatilityShake-ups in the banking sector, rising interest rates, inflation and global geopolitical concerns have all contributed to ongoing uncertainty in the domestic and global markets in...