Here is the list of courses I completed for the CPM credential (which is pending an NYU program now rescheduled for September):
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1. Code of Ethics |
It's been a busy year, but I have continued to develop my professional knowledge to better serve our clients.
1. This week, I finished up the online
As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the
While a time period like the first 4 months of 2022 when account values are shrinking is certainly painful to watch - I wanted to share one of the top value
In looking at factors that have indicated improvements for the first quarter of this year, the recent stock market drop may come as a surprise. What caused the
Wanted to provide everyone with an update on my current educational endeavors. As many of you know, I am still dealing with a lot of issues with my father - we
Medicare Changes in 2022
For the past several months we’ve known that the Medicare board of trustees has estimated that the 2022 Part B Premium (usually
Many of you may have already heard this but I am very excited to announce that we've made the decision to start offering tax advice and potentially tax
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare
A common question recently, perhaps due to a lot more commercials and ads lately touting other investment firms is “Are you a fiduciary?” The answer is yes