Broker Check


Tuesday, June 7, 2022

The uncertainty of the markets can make your head spin. Let Wealth Advocate Group watch over your money so you can shake off some of that stress.


Wednesday, May 25, 2022

Have an overfunded pension plan? Learn why that can be a positive thing and when you should correct it.


Tuesday, April 26, 2022

Are you prepared for a loved one’s passing? Let Wealth Advocate Group partner with you to get your affairs in order before a tragic event occurs.


Wednesday, March 30, 2022

Your retirement number is just that—yours. Find out what factors affect how much you need to retire when you want to.


Wednesday, March 2, 2022

Do current events have your stomach in knots? Here’s what you need to know about the Russia-Ukraine crisis and what it means for your money.


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Tuesday, February 22, 2022

Rising interest rates don’t have to wreak havoc on your financial plan. Discover how Wealth Advocate Group can help you build a portfolio that works in your favor.


Friday, January 28, 2022

Don’t let short-term market fluctuations derail your portfolio. Protect your wealth with these six steps.


Friday, January 28, 2022

Hiring a financial advisor is a big decision. Make sure you know what to expect before signing on the dotted line.


Tuesday, December 14, 2021

Be proactive as we close out 2021 by taking these steps to minimize your tax liability.


Wednesday, December 1, 2021

Retirement planning is far from simple. While that may seem like a blatant understatement, it’s especially true when you start looking at all your options and try to determine the right savings strategy for you. Each of your many...


Monday, November 8, 2021

If you mentally check out as soon as you hear the word “tax,” you’re not alone. But if you own property or have investments you want to sell, you might want to tune in—or capital gains tax could cost you. And if...


Thursday, August 12, 2021

Families of individuals with disabilities can set up a special needs trust (SNT) to provide their loved ones with financial support throughout their lives. Parents often establish SNTs for their children, and others can contribute to...


Monday, August 9, 2021

The real estate market is one of the fastest growing sectors of the U.S. economy. It has been steadily rising since 2012, (1) inspiring thousands of Americans to start their own real estate agency. With over 3 million active licensees...


Tuesday, July 6, 2021

The risks are clear concerning an investment portfolio with holdings concentrated in a small number of companies. In many cases, executives and other highly compensated individuals cannot sell their stock easily. Sometimes stock...


Thursday, May 20, 2021

Even as COVID-19 resulted in a weaker economy and the loss of millions of jobs, the pandemic ignited quite the housing boom, surprising many experts around the globe. This is good news for real estate agents, who are enjoying the...


Tuesday, April 20, 2021

Employers commonly offer stock options to employees as a way of fostering a greater sense of ownership and encouraging long-term commitment. Two common types of stock options offered to employees are incentive stock options (ISOs) and...


Tuesday, March 16, 2021

There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Plus, if your employer can align your financial well-being with...


Tuesday, February 23, 2021

Choosing a financial advisor is an important decision. By collaborating with a financial professional, you can optimize opportunities and take advantage of planning strategies you might otherwise not have known about. A financial...


Monday, January 18, 2021

It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who to turn to? Who can you rely on to...