Broker Check

Webinars & Monthly Updates

Have you been watching the news lately? It seems there are always headlines that are “breaking news”, but what part of that news, and specifically the financial news affects you and your family? This page is dedicated to video insights that will help you make sense of the chaos and tune out some of the noise. Enjoy!


December 2017 Newsletter

Download Your 12-Point Checklist for Year-End Planning


September 2017 Economic Update


2017 Halftime Report - State of the Markets


July 2017 Economic Update


June 2017 Economic Update


May 2017 Economic Update


April 2017 Economic Update


2017 Kickoff State of the Markets