Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, 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.


Thursday, March 12, 2015

Link to; CIMA® Article from Personal Dividends Website.


Monday, March 9, 2015

Article Authored by Chad WhiteSo after being a financial advisor for so many years and being out of school for so long, why would I go through the torture and hard work to achieve the CIMA® (Certified Investment Management Analyst)...


Thursday, February 26, 2015

An article authored by Chad WhiteWith more and more baby boomers retiring each year with money invested in their company savings plan, this question of what to do with my 401(k) has never held the importance which it does today. In...


Wednesday, May 14, 2014

Click here for article


Thursday, January 2, 2014

Chronicles of You and You and You…Facebook, YouTube, Twitter, Instagram, Google+, LinkedIn, Pinterest, Tumblr, and other social media websites have changed the way we communicate, learn, and behave. Each option has its proponents and...