Broker Check

Blog

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. 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.

Thursday, August 6, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

Thursday, August 6, 2020

Hopefully you’ve been able to enjoy the summer finding new ways of relaxation and fun even with the ongoing pandemic. The weather is still warm, but pumpkins have already made their way into the stores, which means Fall and the...

Sunday, July 19, 2020

For so many reasons, going through a divorce is not easy. The challenges associated with ending a marriage are many, ranging from the legal to the practical to the emotional. As with any complex situation, understanding the steps that...

Tuesday, July 14, 2020

We are excited to do the first of our webinar series to address concerns regarding retirement. Like many others pre-retirees are wondering how the current pandemic will affect retirement. The retirement landscape is continuously...

Wednesday, July 1, 2020

July usually goes hand in hand with warm weather, fun in the sun and most of all…summer vacations. With the pandemic still a regular part of our lives, many of our favorite summertime traditions are on hold. While the majority...

Show All

Thursday, June 11, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...

Wednesday, June 10, 2020

A new milestone was reached as COVID-19 candidate vaccines began being tested in human clinical trials at record speed. Meanwhile, economic data over the last week continues to indicate a recession but is also showing signs of life...

Wednesday, June 10, 2020

2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment. A major incentive for...

Sunday, December 1, 2019

Written by: Glennel W. Jordan, MBA, CFP®Financial Planner Kelley M. Tom (Baba), MBA, CFP®Financial PlannerInvestment Advisor Representative Injuries can set people back in more ways than one. Besides the strain that injuries...