Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Monday, June 19, 2017

The ‘Financial Mixtapes’ are topical collections of articles, crafted with thought & care, like an old mixtape cassette. Click on the song titles below to access each article. The Home Buyers (All Radiohead) Mix 1....


Monday, May 8, 2017

Window dressing definition (Merriam- Webster) 1: the display of merchandise in a retail store window 2 a: the act or an instance of making something appear deceptively attractive or favorable.


Thursday, April 13, 2017

The ‘Financial Mixtapes’ are topical collections of articles, crafted with thought & care, like an old mixtape cassette.


Tuesday, March 28, 2017

Hello Hello!! Spring has sprung the grass has “riz”, I wonder where my RSUs and Stock Options is. Hard to believe, especially for our friends here in New England! As I pen this blog on March 22, the Weather Channel app on...


Friday, March 17, 2017

WMGNA | Clean Comedy: How Jerry Seinfeld & George Carlin inspired my Digital Spring Cleaning


Show All

Wednesday, March 1, 2017

Hello!! Hello! Recent news here in CT has our friends in Hartford considering legislation to eliminate the State income tax on social security benefits. Connecticut is one of 13 States that taxes social security; a married couple with...


Tuesday, February 14, 2017

This week I received the following tweet from a well-known Mexican restaurant: To win burritos Pen a majestic haiku A verse of the love Inspired, I wrote this for my wife: Love is in the air. In lieu of long-stemmed roses,...


Tuesday, February 7, 2017

What is more romantic and loving than saying…how am I going todistribute what I’ve got?


Thursday, July 28, 2016

Big global events dominate headlines and send people scurrying for financial cover. In most cases, though, it’s better to ride out the frenzy and stick to things you can control. Take, for example, last month’s Brexit vote,...


Tuesday, June 7, 2016

A financial planner explains how to be unfailingly logical about one of the biggest expenses of your life You may feel the urge to buy a house, but is it the right decision? There can be advantages and disadvantages to homeownership,...


Thursday, April 28, 2016

Here’s an experience tax professionals may find familiar — and worrying — during tax season: A longtime client, usually very organized when it comes to tax-preparation paperwork, forgets or loses key documents or...


Thursday, March 3, 2016

Last year saw some rough sledding for investors: Emerging markets, commodities and gold were way down, as were eight of the nine domestic equity categories Morningstar tracks. This year hasn’t been much better. This may make some...


Wednesday, December 16, 2015

A recent podcast by the renowned “Nerd’s Eye View” blogger Michael Kitces and the XY Financial Planning Network about monthly retainers in the finance industry struck a chord with us. What we see trending in 21st century financial...