Broker Check


Do you have a lot of questions when it comes investing or financial planning? You can read about all of these topics on our blog. Whether it’s ideas from the industry or emerging trends or important news, you can read about it here. So keep checking in. We’re glad to have you reading along. 


Wednesday, November 13, 2019

November/December 2019 Newsletter


Tuesday, October 8, 2019

We can help with a “backdoor Roth” strategy that is definitely legal and probably advantageous to you, especially if you already have reached or plan to reach your annual contribution limits on your 401k and traditional IRA...


Wednesday, September 4, 2019

September/October 2019 Newsletter


Monday, June 17, 2019

July/August 2019 Newsletter


Tuesday, April 16, 2019

Anna Luke has been recognized in Financial Advisor Magazine, a national trade publication for financial advisers, by Independent Financial Group in a full page spread celebrating her and a handful of colleagues as Top-Ranked Elite...


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Tuesday, April 16, 2019

March/April 2019 Newsletter


Wednesday, January 23, 2019

January/February 2019 Newsletter


Saturday, December 1, 2018

November/December 2018 Newsletter


Saturday, September 1, 2018

September/October 2018 Newsletter


Tuesday, June 26, 2018

July/August 2018 Newsletter


Monday, May 14, 2018

May/June 2018 Newsletter