Tag Archives | Financial planner

I is for Should I Stay or Should I go now?

We all desire relationships that grow succeed and make us happy. We long for comfort, understanding, support and companionship from another. Most of us believe love is the greatest gift we can give, and the greatest gift we can receive. Then why do so many of us end up in failed relationships and divorce? Do […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

H is for How Helpful is Your Smart Phone?

    Over the past ten years smart phones have rapidly changed from a simple communication device to an incredibly valuable tool for everyday life. Think about the power we now have at our fingertips; the ability to look up any information we please, to get in contact with whomever we want at the touch […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

G is for Going from Giddy to Glum

Congratulations! You got your college degree; this is something to be giddy about. After all you spent four years or more of your life working hard to achieve this goal. You should be happy and proud! So don’t let the fact that a year later, you haven’t already found the perfect career make you glum. […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

F is for Favor Fiduciary Advisors

Long has been the debate over uniform fiduciary rule in the investment world.  Should Broker/Dealers and Registered Investment advisors continue to have different standards of care when providing personalize investment advice to clients? Or should fiduciary standards be implemented to all regardless of whether the provider is a registered investment advisor, a broker/dealer, or another […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

C is for Choose to Challenge your Comfort Zone

“Dare to learn, to be different, to set your goals, to move out of your comfort zone, to be persistent.” ~ Unknown Your comfort zone is a space that provides you with a feeling of safety. It’s where you seek patterns of the familiar and try your best to exclude anything uncomfortable. Staying in your […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

Remember Our Veterans

  Memorial Day is a day to pay our respects to Americans who have fallen serving in American Wars. Offering your respect can be done in many ways and here are just a few to consider:   Fly your American flag at half-staff from Sunrise until Noon. After Noon, the flag is raised up to […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

B is for the Bitcoin Buzz will it Boom or Burst?

The boom of the Bitcoin has opened the door to the world’s first decentralized money and crypto-currencies. Like any currency, bitcoins can be exchanged for goods and services but unlike conventional currencies there is no physical place of exchange, there is a virtual exchange…the internet. Some say that something great has begun – an era […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

A is for Anxiety and Audits

There are many types of Audits and each of them tends to generate fear and anxiety in the individual or company being audited, even when careful practice has been implemented. Why the anxiety? One reason may be our perfectionism leading us to believe mistakes are something to be avoided at all cost. Let’s talk about […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

X is for eXactly how much is the tooth fairy paying for a tooth?

    How much thought have you put into the tooth fairy and “his/her” gift amount to your child? Would you be surprised to know that Delta Dental has been conducting the Original Tooth Fairy Poll® since 1998? The poll collects Tooth Fairy average giving and compares it to stock market activity to illustrate how […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

W is for Why Women Worry about becoming “Bag Ladies”

We have all sorts of fears, rational and irrational, but have you ever worried that your older self may be wandering the streets alone and penniless, with all your worldly possessions stuffed inside a shopping cart? If you have – you are not alone. Although enormous strides professionally and financially have been made by women […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.