Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, 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 as we help in Charting Your Course to Financial Security.

Friday, November 13, 2020

November Blog Well, we entered a new chapter of the “Soap Opera” of American politics. I could get into an exceptionally long litany about the election, the debate or even both the candidates. But I make it a rule not to...

Wednesday, October 7, 2020

October Blog October is such a great month. To me it marks the true beginning of Fall. You have the leaves changing, the nights getting colder and of course football. When I was a kid, my parents had this station wagon. (no SUVs in...

Tuesday, September 15, 2020

September Blog How does that song go? “Beat the drum and hold the phone, the sun came out today”. The great lyrics from John Foggerty. The song is totally about baseball and how it is synonymous with Summer. There is a...

Tuesday, August 25, 2020

August Blog We are officially in the dog days of Summer. If you have been following the market, you saw significant recovery growth. Those of you that invested when the market went way down are now seeing tremendous returns in your...

Friday, July 31, 2020

Well, here we are in the middle of July. The virus seems to be making a comeback in a lot of states. I would not be surprised if we all get closed again for a few months. If this happens, I will still be accessible. There will be a few...

Show All

Friday, June 5, 2020

It is now June and we are open for business. We are starting to have clients come back to our office and things are picking up. I hope that everyone is doing okay and are looking at you accounts that have been steadily rising over the...

Friday, April 10, 2020

Well here I am staying at home in my lonely writer’s garret reflecting on what’s going on in the world as I’m sure most of you are doing. I’m asking myself questions like, how did we get here? How will this...

Wednesday, December 11, 2019

Dec Blog Well, its December and the year is just blasting by. To say that It’s been an eventful year for the country is an understatement. Its’ been a soap opera. But I’m not going to talk politics here. I believe...

Monday, November 18, 2019

Vets Blog Veterans Day came and went this year with a lot of accolades for my fellow Veterans. For the first time I actually took the day off and played golf with a friend of mine. I played my normal game; you know the one that I get...

Tuesday, November 5, 2019

When I was a kid, I grew up listening to many genres of music. Of course, there was my father’s swing and jazz music that I was forced fed while I was living in the house. You know, Glenn Miller, Tommy Dorsey. They had their own...

Thursday, October 17, 2019

Well, it’s that time of year yet again. Yes, you guessed it, Fall. To me it marks the biggest changes of all the season. You have the trees changing color, the wind coming out of the north a lot more which makes the days colder....

Monday, September 30, 2019

Blog So now Summer is officially over. Not just because of the date, but because “Sabine”, my boat, is coming out of the water for Winter storage. Sabine isn’t the prettiest boat in the marina. She certainly...

Wednesday, September 18, 2019

September Blog It’s September, the end of the summer. For me the Summer was one of the hardest and worst of my life. In June I went into the hospital for cancer surgery. I was home in recovery for 25 days sitting around doing...

Thursday, August 1, 2019

Celebrity Stealing I just read an article about a Financial Advisor that received 20 years for bilking her clients out of 20 million dollars. She was considered a celebrity as she appeared as a guest on CNBC as well as had her own talk...

Thursday, July 18, 2019

So far, the Summer has been a little tough for me. It started with me having surgery for Prostate Cancer in the early part of June. (I’m pretty sure they got it all) Thank you for your cards and well wishes, they are totally...

Tuesday, May 21, 2019

Last week I was sitting with a client that had just received a “Golden Parachute” from his company. I have known him for several years. To me he is more than a client, he is my friend. Over the years we sat and discussed...

Thursday, April 25, 2019

Lessons Learned When I was in High School, I was a forestry major at Norfolk Agricultural school. I used to spend my summers doing tree work. Some of the money that I made I would put aside for college and the rest would go to do the...

Friday, April 5, 2019

Commercials Over the last few years there have been many commercials about retirement planning. You know the ones that I mean. There is the green road that you follow. At the end of the road you live happily ever after. (Kind of like...

Wednesday, March 27, 2019

Valued Client A few nights ago, I was watching this show on T.V. when a commercial came on. The commercial started with this guy trying to reach customer service so that he could get an answer a question regarding his bill. He is put...

Wednesday, March 6, 2019

Life’s Lessons One of my favorite things to do is to eat breakfast at the local diners. In my area there are several to pick from. I visit five on a regular basis. It really depends on my mood that morning and what I want to eat....

Tuesday, February 19, 2019

Today is the day after Presidents Day. Most people had the Monday off and got to enjoy the three-day weekend. For me, if I don’t have anything planned, I feel guilty. My original plan was to go skiing with my sister in New...

Tuesday, February 12, 2019

As I sit here thinking of what to write for my “Blog”, because of a promise made to Ursula, my mind keeps going back to the Superbowl. A lot of people think the game was boring. But, to a football aficionado, the game was...