As a well-trained Financial Consultant, I provide common sense advice to my clients. I work closely with my clients to help them pursue their goals.
My number one priority is to do everything in my power to preserve my client's capital and wealth. Drawing on my knowledge, know-how, experience, and comprehensive planning tools, I strive to help them build the financial freedom they so desire. I am licensed to sell insurance and securities products.
*Life Insurance
*Securities: stocks, bonds, options, mutual funds
*Disability Income Insurance
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03/19/2019
The Fed's High Hurdle | LPL Financial Research
The Fed's High Hurdle | LPL Financial Research Today, the Federal Reserve (Fed) kicks off its second two-day meeting of 2019, and financial markets have high expectations for the outcome. The Fed will likely hold steady on the pause in rate hikes this week, and market participants are overwhelmingly expecting the Fed to keep rates unchanged and....
03/19/2019
Last Chance!
Last Chance! April 15th isn’t just the last day to file a tax return. It’s your last chance to invest in an Individual Retirement Account (IRA) for 2018.
03/13/2019
Waking Up the Yield Curve | LPL Financial Research
Waking Up the Yield Curve | LPL Financial Research The Federal Reserve (Fed) heard the market's alarm and shifted its stance, but the U.S. yield curve hasn't woken up yet. As shown in the LPL Chart of the Day, the spread between 2-year and 10-year Treasury yields has hovered around 15 to 20 basis points (bps) (.15-.20%) over the past few months, the...
03/13/2019
March Madness
March Madness Basketball has everyone’s attention, but you can still open an Individual Retirement Account (IRA) by Tax Day and score potential tax-deferred growth.
02/27/2019
Weekly Market Commentary - Five Key Questions
Weekly Market Commentary - Five Key Questions Stocks may keep going higher, but the easy gains likely have been made.
02/26/2019
Earnings Season Dashboard
Earnings Season Dashboard LPL Financial Research Q4 2018 Earnings Season Dashboard
02/22/2019
Street View: Market Fundamentals
Street View: Market Fundamentals LPL Financial Research Chief Investment Strategist John Lynch discusses fundamentals supporting GDP, inflation, employment, and corporate profits.
02/22/2019
Fed Pause, Headwinds Warrant Change in Economic Forecasts
Fed Pause, Headwinds Warrant Change in Economic Forecasts LPL Research economic forecast updates
02/22/2019
Will the 200-Day Moving Average Hold this Time?
Will the 200-Day Moving Average Hold this Time? 200-Day Moving Average
01/03/2019
Weekly Market Commentary - That Sure Felt Like a Bear
Weekly Market Commentary - That Sure Felt Like a Bear The S&P 500 Index came about as close as possible to the technical definition of a bear market without officially registering one.
11/28/2018
Weekly Market Commentary - Corporate America Impresses Again
Weekly Market Commentary - Corporate America Impresses Again Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest pace since the fourth quarter of 2010.