Broker Check

Blog

Thursday, October 29, 2026

You may have noticed that interest rates haven't fallen as quickly as many expected. After years of rate hikes, the hope was for cuts. Instead, we're seeing the opposite: the Federal Reserve may still need to raise rates, and long-term...

Monday, October 12, 2026

Roth vs Traditional IRA/401(k): learn how taxes differ on contributions and withdrawals, and how age, income, and tax brackets shape the choice.

Thursday, September 24, 2026

A few considerations in deciding whether to pay extra to the mortgage or contribute more to investment accounts.