Happy Holidays! 2020 has certainly been a year for the books! A six month long recession, net market gains of approximately 4.5% (Dow Jones Industrial Average as of time of writing), a global pandemic, and an election. I hope all of you reading this have fared well through this. All of us have been affected […]
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Black Lives Matter I don’t think that I have anything original or unique to say. Until everyone is equal, none of us are equal. For those that know me, you know that I’ve always been a strong proponent for equality for everyone – regardless of race, religion, sexual orientation or gender. I will continue to […]
2018 has been a year of market craziness! Down hundreds of points one day, up hundreds of points the next. Some of you may be tempted to put everything in cash and walk away. Don’t do that! Here’s why: 1. Diversification can be your friend. Is your portfolio well diversified? If so, then that’s a […]
Often, investing terms can make you feel like you are lost in a maze of strange vocabulary. Today I thought I’d tackle one that people talk about on the news frequently. Leading Economic Indicators A leading economic indicator is a tracked measurement of economic activity. It’s called leading because these indicators can be used as […]
Congratulations to Sharon Herman who has been named the 2016 Businessperson of the Year by the TBGL Chamber of Commerce! Nominees were considered based upon a community open nomination process and ultimately chosen through chamber votes. These inspirational business professionals were selected based upon their successful track records and community involvement. The finalists excel in […]
Choosing a financial advisor can be a daunting proposition. Today, we’ll tackle some of the biggest questions and points that one should take into account during your search! What kind of licensing does the advisor have? A well rounded advisor has a series 7, series 66 and a life/annuity registration. A series 7 allows the […]