Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a some golf commentary, brag about my kids or some other surprise. So keep checking in. We’re glad to have you reading along.


Wednesday, August 9, 2017

From exotic travels to cuddly animals, there’s plenty to prepare for. USA Today recently reported that Millennials -- those born roughly between 1980-2000 -- would rather enjoy the present than prepare for the future. Similarly,...


Thursday, July 27, 2017

Money. Talk about your hot button issues! No matter how hard we try to convince ourselves otherwise, there's a hard-to-deny link between self-worth and our personal finances. We judge ourselves, to varying degrees, by our earning...


Wednesday, June 21, 2017

2% GDP Growth – Get Comfortable With It - Why low global and domestic GDP does not truly represent the strength of worldwide economies. In a first century fable, Gaius Julius Phaedrus said “things are not always what they...


Wednesday, May 17, 2017

Whether already retired, or thinking of retirement, this is one of the best articles we have seen that address the critical decisions that retirees face. These are action items and decision-making processes that can actually be...


Tuesday, May 9, 2017

How Difficult Is It To Talk With Your Family About Money? This article on finance is provided by one of Webster Investment Advisor's partners, Everplans. Create, store and share important documents that your loved ones might need....


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Monday, April 24, 2017

While the election results in France are creating a market-surge today, Steve Blumenthal's observations to a large extent reflect those of how we currently feel about current medium-term market conditions.


Thursday, August 13, 2015