Broker Check


Monday, November 6, 2023

I love these sketch videos. I believe they make things easier to understand. I created an art sketch of our process, for those who want to learn more about it.

Friday, October 20, 2023

Enjoy this insightful sketch video delving into the intriguing parallels between investing and flying. Discover the intricacies of the lift equation, grasp the elements pilots can influence in flight, uncover the true extent of control...

Friday, October 6, 2023

What happens to your unused 529 funds? The new Secure 2.0 act changed that answer.

Friday, September 22, 2023

Sharing the views from my old office.

Friday, September 8, 2023

How should you look at loans when interest rates are low.

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Friday, August 25, 2023

Before you pay your house off early, watch this video.

Friday, August 11, 2023

There are many components to 401K plans, including the option to contribute post tax. Should you? Let's dive right in.

Friday, July 28, 2023

"Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual."

Friday, July 14, 2023

Short-term and long-term gains. What is the difference? And can one offset the other?

Saturday, July 1, 2023

The advantages of filing as an S-corp, and when you should consider it.