Broker Check


Tuesday, June 15, 2021

Some vacation often, while others hold on all year for that one great week and live day by day until that magical start date on the calendar! Both are great ideas! A new wave in our digital age is to only take three or four day...

Wednesday, June 9, 2021

Ever had a “light bulb” moment? I have been driving for many years. I’ve driven at least a million miles and I own a few cars (I collect certain types), and when driving my spouse’s car or one from the...

Friday, May 21, 2021

How to Protect Yourself from the Potential Tax Storm, Webinar with Paul Kalra, CFP. Click below to register for this webinar and join us on Saturday, June 5 at 6:00 PM.

Thursday, February 4, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...