Broker Check


Monday, April 6, 2020

The Week on Wall StreetModest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the president that the worst days of the COVID-19...


Thursday, April 2, 2020

Coronavirus Crisis: How to Manage Your College Refunds Coronavirus (Covid-19) forced the closure of college campuses nationwide, resulting in thousands of students moving out of their dorms and back home with their families. While the...


Monday, March 30, 2020

An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in stock prices. The Dow Jones...


Friday, March 27, 2020

Coronavirus, The Stock Market and College Financial Planning Coronavirus (Covid-19) is the topic of discussion just about everywhere these days. We are limiting our shopping trips and have cancelled practically any type of activity...


Monday, March 23, 2020

The Week on Wall StreetThe stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy...


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Monday, March 16, 2020

The Week on Wall StreetMarkets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden drop in oil prices.The Dow Jones Industrial Average fell 10...


Monday, March 9, 2020

The Week on Wall StreetHeightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week.The Dow Jones Industrial...


Monday, March 2, 2020

The Week on Wall StreetStocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending.The selloff became a correction for the U.S. markets. The S&P...


Wednesday, February 26, 2020

Epidemics 2020 While the Corona Virus is certainly a tragedy for those directly affected and may have some short term effect tot he global economy if you have a well balanced portfolio commensurate with your risk tolerance and time...


Monday, February 24, 2020

The Week on Wall StreetTraders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite.A...


Tuesday, February 18, 2020

The Week on Wall StreetDaily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%,...


Monday, February 10, 2020

The Week on Wall StreetStocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign...


Sunday, October 13, 2019

Upon receipt, review your SAR. If you identify errors, notify FAFSA to amend your information. Mistakes can happen.


Thursday, October 10, 2019

Once your FAFSA is completed and submitted, you will receive a (SAR) Student Aid Report which will share your EFC (estimated financial contribution). This should approximately two weeks, but often comes more quickly. It is critical to...


Wednesday, October 9, 2019

FAFSA will share your information with up to 10 schools of your choice at one time. You can resubmit the form to add additional institutions.


Tuesday, October 8, 2019

EVERYONE should complete the FAFSA. While you may not qualify for federal financial aid, many schools require a completed FAFSA for merit aid and scholarships.


Monday, October 7, 2019

Income on FAFSA is annual. However, bank account balances and investments are reported as a snapshot in time (on one date, that you submit).


Sunday, October 6, 2019

FAFSA has a mechanism to share extenuating circumstances regarding your financial position (for example, if you have lost your job).


Thursday, October 3, 2019

FAFSA MUST be submitted for every year your child is a college student.


Wednesday, October 2, 2019

If only one parent (in a divorce situation) is providing support for a child, ONLY that parent needs to complete the FAFSA.


Tuesday, October 1, 2019

Parents who are divorced can file separately for the same student. Information that one parent submits is not visible to the other parent.


Monday, September 30, 2019

This year's FAFSA (2019-2020) requires tax information from your 2018 tax return. This information can be electronically imported.


Friday, September 27, 2019

Understand how the titling and ownership of assets affect financial aid awards. Student-owned assets are weighted more heavily than parent owned assets when determining potential aid awards.


Thursday, September 26, 2019

FAFSA instructions are directed toward the students, assuming he or she is the person completing the form. That said, often parents complete it. A common mistake is mischaracterizing financial information, reporting parental assets as...


Wednesday, September 25, 2019

FAFSA requires the creation of a log in; be sure to save the information in a safe place so you can work on your form over time. It can be edited prior to submission.


Tuesday, September 24, 2019

FAFSA requires bank account information (balances), investments and expenses, you do NOT report IRAs, 401Ks, annuities and cash value within life insurance policies.


Monday, September 23, 2019

The FAFSA window opens October 1st.While you do have the entire time period to submit your form, in general sooner is better. A good rule of thumb is to aim for the end of November as a completion date.


Friday, September 20, 2019

For parents of high school seniors and current college students, October has become synonymous with financial aid; it is the month the FAFSA opens for the following academic year. FAFSA, which stands for Free Application For Student...


Thursday, September 19, 2019

Prospective Collegiate Student Athlete Prospective Collegiate Student Athlete Is your child a potential collegiate student-athlete? If so, you may be faced with making unique college, athletic and financial decisions on an accelerated...


Monday, July 29, 2019 Please check to see if you data was compromised in the 2017 Equifax Data Breach and claim restitution if applicable. You should always be...


Tuesday, June 18, 2019

University of Florida looking to increase dorm rates When looking at the cost of a college or university you need to understand the total net expense, including all costs (fees, housing, transport, etc.) as well as what financial aid...


Tuesday, May 21, 2019

If you are concerned about any of these issues or have any questions I would be happy to have a discussion, please call or e-mail.


Friday, March 29, 2019


Tuesday, March 19, 2019

“Operation Varsity Blues” monopolized the news cycle last week. It was on television, all over social media and the main topic of conversation among adults and teens alike. Sadly, this story shines a light on what is...