Broker Check

Blog

Tuesday, February 20, 2024

Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any...

 

Thursday, November 16, 2023

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...

 

Wednesday, August 16, 2023

We strive to keep you regularly updated with important information and news. Please find the current monthly whitepaper from Phil Blancato, Osaic’s Chief Market Strategist, attached below. This paper provides research, analysis,...

 

Saturday, July 15, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

 

Tuesday, June 6, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Bond Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...

 

Show All

Tuesday, May 2, 2023

Earnings Drive ReboundIt was a very busy week of earnings reports, but none more important than those from the Big Tech names. After two days of sharp losses on revived regional banking fears and otherwise lackluster earnings results,...

 

Saturday, April 1, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

 

Tuesday, February 28, 2023

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

 

Sunday, January 8, 2023

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...

 

Thursday, November 10, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

 

Thursday, September 15, 2022

As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...

 

Wednesday, March 25, 2020

Brian Wesbury, Chief Economist at First Trust Portfolios provides a market update. CLICK HERE TO WATCH

 

Thursday, May 24, 2018

On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/

 

Friday, October 7, 2016

 

Tuesday, September 20, 2016

//

 

Monday, September 19, 2016