Broker Check

Blog

Thursday, April 28, 2022

If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, and it doesn’t look like...

Friday, April 22, 2022

Having the right work-life balance is a key factor in fighting burnout, lowering stress levels, and maintaining strong relationships with friends and family. But sometimes this sense of equilibrium can feel allusive.Making a Life is...

Monday, April 11, 2022

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For most recipients, such a sudden influx of cash prompts an important question:...

Tuesday, March 29, 2022

The latest Consumer Price Index (CPI) report was recently released and confirmed what economists anticipated: consumer inflation has risen 7.9% over the past year, the largest spike since 1982— none of which is a surprise for...

Thursday, March 24, 2022

You may have heard the saying, “inflation hurts savers and benefits borrowers.”  The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...

Show All

Friday, March 18, 2022

PRESS RELEASE – FOR IMMEDIATE RELEASE — World Insurance Associates LLC (World), announced today that it has entered into an agreement to acquire Pensionmark Financial Group...

Tuesday, March 15, 2022

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know about something that can impact your savings: inflation. Inflation is the increase in the price of...

Tuesday, March 8, 2022

The one thing that is certain when geopolitical events take hold is that uncertainty runs rife, and the one thing that investors and the markets don’t like is uncertainty. It’s during these times that market volatility...