Broker Check

Blog

Friday, December 15, 2017

So, are you a Rock Star? On your way? Well, let's talk a bit about things to look for in a band manager. Band Managers do things like: pay your bills, invest your money, handle taxes and sometimes run the budget for your tours and...

 

Thursday, December 7, 2017

What investments are Liquid vs Illiquid? Ok for starters, not all investments are illiquid. And for a second start illiquid means that your money is not easily accessible. Sometimes people think of investments as some money chomping...

 

Thursday, November 30, 2017

Do I really need a financial advisor? Anyone else have that friend who has a deadbeat boyfriend/girlfriend? When you tell them to leave, they immediately tell you all the reasons (often stupid, foolish reasons) why they stay. They are...

 

Thursday, November 9, 2017

How do Investments Differ from Savings Accounts? The major difference between savings accounts vs. investment accounts is that savings accounts are FDIC insured and most investments are not. FDIC stands for "Federal Deposit Insurance...

 

Thursday, November 2, 2017

How does an investment CD work? I get asked this question all the time. But, there is a dramatic difference between a CD (Certificate of Deposit) and a Non-FDIC investment. Let's start with what FDIC insurance is and does. FDIC stands...

 

Show All

Monday, October 9, 2017

So, this is the crappiest blog post I’ve ever had to write. For the record, I love Tom Petty and not because he has now left this world, but I mean I really loved him. Go ahead, check my street cred on twitter, I quoted his music...

 

Wednesday, October 4, 2017

Gen Xers, well we’re great. Here are a couple things that shaped our personalities and views. 1) Latch Key Kids- Gen Xers were the first true latch key kids. I used to come home from school: make myself a snack, sneak a Coke, and...

 

Thursday, September 28, 2017

// Scene- the year 2000, I had been investing since about 1994. I consulted with a financial advisor at my local credit union and started putting away $25.00 per month into an investment account. My financial advisor at the time...

 

Friday, September 15, 2017

#Ball out A Behind the Scenes Look at the Finances to Living Like a Rock Star Ball out! Whether you’re a Hip Hop Star, Hip Hop Lover, or an all over music lover like myself the message is clear; let your money flow like water or...

 

Thursday, September 7, 2017

80’s Music and the 8 Things Learned About Money - Ahh, The 80's- Revisit a time of Reaganomics and the Brat Pack. I dare you to sing with me.