facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Stay Up-To-Date on All Things Finance

Latest Posts

SECURE ACT - What it Means to You Thumbnail

SECURE ACT - What it Means to You

In an era of extreme political division, it would have been easy to miss the bipartisan legislation recently enacted by Congress. On December 20th, and without much fanfare, President Trump signed into law the SECURE ACT, which is an acronym for “Setting Every Community Up for Retirement Enhancement.” Here are the main provisions and what this could mean for you:

Read More
ICYMI - Here's What's Happening Thumbnail

ICYMI - Here's What's Happening

There's been plenty of excitement in the investment industry with Charles Schwab and Co. eliminating commissions on stocks, ETFs, and options, and then purchasing TD Ameritrade. Brian was quoted throughout a fantastic article on financial site, Business Insider. In addition, you won't want to miss our annual Economic Outlook Breakfast in January, where we hear from one of the best in the industry, Omar Aguilar. All this and more in this edition of In Case You Missed It.

Read More
3 Ways to Up Your Cyber Game Immediately Thumbnail

3 Ways to Up Your Cyber Game Immediately

They’re coming after you. They’re coming after me. They’re coming after anyone with a heartbeat, a social security number, and money. Cyber criminals wake each day looking for ways to take from you. Here are 3 steps you can take right now to improve your cyber hygiene and guard your data.

Read More