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.


Tuesday, January 22, 2019

After nearly 10 years of seeing the US economy stock market recover and thrive, many investors are starting to wonder if we’ve seen all the expansion the bull market has to offer. Despite market weakness we saw at the end of 2018...


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.


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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?


Thursday, March 15, 2018

How does the new tax bill affect me? How does it affect the economy? What types of investments will benefit from tax reform?