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 movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Friday, August 7, 2020

This video is a recording of our Townhall with Rick Kent, CEO of Merit. The call explains our recent merger with Merit and the benefits of our strategic alliance.


Monday, July 6, 2020

Marcus Anderson goes over all the different options you have with your RMD for 2020.


Wednesday, May 20, 2020

Marcus Anderson explains how The CARES Act makes it easier and more affordable for families to manage their healthcare.


Wednesday, April 29, 2020

Marcus Anderson explains how The CARES Act affects RMD's, IRA Distributions and 401(k) loans for 2020.


Tuesday, April 7, 2020

Marcus Anderson talks about common biases that investors have when it comes to their behavior with investments.


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Wednesday, March 18, 2020

Marcus covers the benefits and uses of an HSA (Health Savings Account).


Thursday, September 26, 2019

Leave a Letter


Thursday, September 26, 2019

In this video, Marcus covers passwords, social media sites, cloud back up and storing wills and trusts.


Friday, September 13, 2019

Marcus Anderson discusses the different types of Power of Attorneys, why you should have one and the different ways you can get one.


Friday, September 13, 2019

In this video we will cover the difference between a Living Will and Advance Directives.


Friday, September 13, 2019

Do you need a trust? What will trusts do for you? Marcus Anderson explains.


Friday, September 13, 2019

How does life insurance play in to your retirement strategy? Marcus Anderson covers the different types of insurance such as long-term care and when and how much you should get.


Friday, September 6, 2019

Wills are the cornerstone of a good estate plan. In this video we cover wills and trusts. We also discuss which types of wills you should avoid.


Friday, September 6, 2019

Making sure you have assigned your beneficiaries to your accounts is one of the easiest ways to protect your assets and make sure the money goes where you want it to.


Friday, September 6, 2019

Marcus Anderson covers the rules on taking out a 401(k) loan and how long you have to pay it back.


Friday, September 6, 2019

Understanding our investments is important. Marcus Anderson explains how stocks, bonds and mutual funds work.


Wednesday, June 26, 2019

Jason Straub covers the 50/30/20 rule for budgeting made popular by Elizabeth Warren.


Wednesday, June 5, 2019

Marcus Anderson talks about the ins and outs of Qualified Charitable Distribution.


Tuesday, December 4, 2018

In this video, Carly talks about the Action Planning Process used at SHARP ADVISORS to help you stay on track with your retirement goals.


Tuesday, November 27, 2018

Marcus shares a couple "rules of thumb" such as the 4% rule and 10 times your salary rule. If you have ever thought to yourself "how do I know if I have saved enough?” this is a great video to explain some guidelines for understanding...


Tuesday, November 20, 2018

Marcus talks about one of the boldest questions he has been asked; it is a very good question and one that most people probably wonder but do not ask.


Monday, November 5, 2018

Marcus talks about the dangers of a portfolio that is not diverse. Learn more about how portfolio diversification could protect you against market risk.


Monday, November 5, 2018

In this video, Marcus talks about a change to the 529 college savings plan in the 2018 tax code.


Monday, November 5, 2018

Commission vs Fees There are mainly three ways that a financial advisor gets paid…they are…Commission, Fee-Based, and Fee-Only. Marcus covers how these three ways work in this video.


Sunday, November 4, 2018

Asset Allocation There are many different ways to allocate your asset but we’re going to discuss the five most commons ways most investors tend to use. The five distinct styles of “Asset Allocation” include:...


Sunday, November 4, 2018

Why Should You Have a Financial Advisor? How important is it to have a Financial Advisor? Why? In this video Marcus talks about why you should have a Financial Advisor / Planner.


Thursday, October 18, 2018

Are your emotions affecting your portfolio returns? Have you fallen victim to the emotional rollercoaster?


Thursday, August 23, 2018

How well informed are you about social security? Are you aware of the factors that can affect your benefits?


Monday, March 26, 2018

Are your investments smart for the long-term? Do you know what it takes to withstand the ups and downs of the market? What strategies do you have to achieve reasonable returns over time?