Broker Check


What’s on our mind? You can read about it in our blog. One of our core values is that "we take the time to educate" and that's what we plan to do here. Whether it’s the latest news on the markets, divorce tips, emerging trends or news from the office, you can read about it here.

Monday, November 27, 2023

Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to nearly everyone. Tax planning is more...

Wednesday, November 22, 2023

If shopping without braving crowds and weather sounds attractive, you’re not alone—the amount of shopping done online is constantly going up. And as you can imagine, when online shopping increases, online fraud does, too....

Monday, October 30, 2023

Cetera Investment Management goes six feet deep into the foundation of housing for their Halloween special commentary, “The Haunted Housing Market.” Many homeowners still have nightmares from the Great Financial Crisis...

Thursday, October 12, 2023

In their latest commentary, the Cetera Investment Management Team discusses the Israel-Hamas War and potential investment implications. Past stock market reactions to war and crisis events have been muted and depend on many factors....

Tuesday, August 15, 2023

Join Cetera Investment Management for a journey through the travel economy in their latest commentary, “The Travel Recovery: It’s Been a Long, Strange Trip.” There is plenty of adventure, as well as potential clues...

Show All

Tuesday, August 1, 2023

Five Simple Rules for Happiness, In Honor of Happiness Month (August)

Monday, February 6, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...

Tuesday, January 3, 2023

We are excited to share in Amy's recognition for her accomplishments!2023 marks the eighth year Amy has won the Five Star Wealth Manager award! This distinction is awarded to wealth management professionals who show...

Wednesday, December 21, 2022

Cetera Investment Management is pleased to release its annual Market Outlook for 2023 titled, "Low Expectations Are Easier to Beat." In this outlook, they discuss while they expect volatility to remain in both stocks and bonds, stocks...

Tuesday, August 23, 2022

Series I Savings Bonds have been drawing more attention during this period of inflation, and for good reason. So just what is an I Bond and why is everyone talking about this once lesser-known investment?

Thursday, August 18, 2022

How we shop has evolved over time, but retail continues to drive the economy. Read this commentary from Cetera Investment Management to find out if consumer spending will heal our current economic woes.

Thursday, May 19, 2022

Like many, you may be a little anxious. While we can’t predict the future, I can tell you that the best approach to market volatility is to focus on what we can control: staying calm and focusing on your goals.

Thursday, December 30, 2021

Tuesday, July 6, 2021

When you think of freezing, credit may not be the first word that comes to mind. But knowing how to freeze your credit can prevent you from pain even worse than frostbite: identity theft. Check out the following article from Forbes to...

Tuesday, January 19, 2021

I love it because it is real people trying to start or grow a small business. I was invited to co-author a book with Kevin Harrington, who was an original Shark on Shark Tank. Mark Cuban now sits in the seat that Kevin filled for 175...

Friday, January 15, 2021

Kevin Harrington, the original Shark on ABC TV's Shark Tank interviewed Amy for his Business Icons show, where they highlighted her first book Ultimate Women’s Financial Guide to Survive Thrive After Divorce. Check it out!