Broker Check


Friday, March 10, 2023

Netflix dropped a four-part documentary on Bernie Madoff earlier this year.  It is a fantastic docuseries that recounted one of the biggest Ponzi schemes in history.  The series featured personal stories of real clients who...

Thursday, February 23, 2023

Top line numbers and bottom line numbers can be very different. How is winning the lottery like having all your assets in a traditional IRA?

Tuesday, January 31, 2023

To roll or not to roll, that is the question!