Broker Check


Welcome to our blog. We will periodically post articles, videos, and other resources from various authors to provide value and timely information. Enjoy!

Friday, September 1, 2023

The stock market rebound has significantly increased the number of workers with $1 million or more in their workplace retirement accounts. According to Fidelity Investments, employees with 401(k) balances exceeding $1 million rose 26...

Tuesday, August 8, 2023

Wednesday, July 26, 2023

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But it’s July now, and...

Friday, June 30, 2023

The Fourth of July is just ahead – a chance for us all to get together and celebrate what makes America so special. As Americans, we have the liberty to act, speak, think, and worship freely. This precious liberty was fought for,...

Monday, March 6, 2023

Hello World, welcome to the West Coast blog!