Broker Check



"Research is to see what everybody else has seen, and to think what nobody else has thought”
― Albert Szent-Gyorgyi

“Somewhere, something incredible is waiting to be known.”
― Carl Sagan

Research Resources


“Retirement plays out in three distinct phases. First are the Go-Go Years. Then the Slow-Go Years which eventually give way to the No-Go Years."
― Michael Stein

“At age 20, we worry about what others think of us. At age 40, we don’t care what they think of us. At age 60, we discover they haven’t been thinking of us at all.”
― Ann Landers

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Retirement Resources


“A rising tide floats all boats. Only when the tides go out do you discover who’s been swimming naked.”
― Warren Buffet

“They say the stock market is rational. In reality the market can stay irrational longer then you can stay solvent.”
― John Maynard Keynes

“The four most dangerous words in investing are: 'this time it's different.'
― Sir John Templeton

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Investing Resources


"Fun is like life insurance; the older you get, the more it costs."
― Frank McKinney aka “Kin” Hubbard

"I detest life-insurance agents: they always argue that I shall someday die, which is not so."
― Stephen Butler Leacock

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Insurance Resources


“We contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”
Winston S. Churchill

“A democracy cannot exist as a permanent form of government. It can only exist until the people discover they can vote themselves largess out of the public treasury. From that moment on, the majority always votes for the candidate promising the most benefits from the public treasury, with the result that democracy always collapses over a loose fiscal policy--to be followed by a dictatorship.”
Alexander Fraser Tytler

The only difference between a tax man and a taxidermist is that the taxidermist leaves the skin.
Mark Twain

It is a good thing that we do not get as much government as we pay for.
Will Rogers

I cannot undertake to lay my finger on that article of the Constitution which granted a right to Congress of expending, on objects of benevolence, the money of their constituents...
James Madison

It is a paradoxical truth that tax rates are too high today and tax revenues are too low, and the soundest way to raise the revenues in the long run is to cut the tax rates.”
― John F. Kennedy

“You don’t pay taxes–they take taxes.”

― Chris Rock

Understanding tax strategies can potentially help you better manage your overall tax situation.

Tax Resources

Estate Planning

“Planning is bringing the future into the present so that you can do something about it now.”
― Alan Lakein

“Death is not the end. There remains the litigation over the estate.”
―  Ambrose Bierce

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Estate Resources


“The art is not in making money, but in keeping it.”
― Proverb

“Wealth consists not in having great possessions, but in having few wants”.
― Epictetus

“Too many people spend money they earned, to buy things they don't want, to impress people that they don't like”.
― Will Rogers

The only way not to think about money is to have a great deal of it.
― Edith Wharton

Managing your money involves more than simply making and following a budget.

Money Resources


“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
― Maya Angelou

“It is better to remain silent and be thought a fool than to open one’s mouth and remove all doubt.”
― Abraham Lincoln

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Lifestyle Resources

Have a Question?

Thank you! Oops!