Newsletters

Are you among the majority of Americans who enthusiastically set New Year’s Resolutions only to abandon most of them by President’s Day? One of the main problems with typical New Year’s Resolutions is that they don’t connect to a larger vision or “big picture.” This doesn’t only apply to New Year’s Resolutions. Too often people… Read More

With major brokerage firms and insurance companies being bailed out by the government, it ’s a good time to ask, “How are my representative and his/her firm doing?” There are two parts to the question: What is the regulatory record of the representative and his/her firm? How have the investment portfolios fared in these volatile… Read More