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