Broker Check

Blog

We will use this area to keep clients and friends up to date with changes and events that they should be aware of.  We will also post Newsletters and other information. Check back regularly for updates.

Thank you.

 

Tuesday, April 17, 2018

Retire Wise - April 2018

 

Tuesday, March 27, 2018

Our offices and the markets will be closed on Friday March 30th 2018 for Good Friday. We hope you have a great one. We will be checking email and voicemail during that time.

 

Tuesday, March 27, 2018

We’ll give the Easter Bunny a pass, but it’s generally not a good idea to put all your resources into one place. Or, for that matter, plan your retirement with emphasis on one activity or “bucket list” goal only...

 

Friday, March 16, 2018

Wharton News- April 2018

 

Monday, March 12, 2018

Retire Wise - March 2018

 

Show All

Friday, February 9, 2018

Retire Wise - February 2018

 

Monday, February 5, 2018

Our offices and the markets will be closed on Monday February 19th 2018 in observance of Presidents Day. We hope you have a great one. We will be checking email and voicemail during that time.

 

Thursday, February 1, 2018

We love sand. Especially on a sunny beach this time of year. Soft, warm and fun to build things with, sand is comforting, fluffy and, the occasional dead jellyfish notwithstanding, lovely to look at. Except when your head is up to its...

 

Tuesday, January 9, 2018

Our offices and the markets will be closed on Monday January 15th 2018 in observance of Martin Luther King Jr, Day. We will be checking email and voicemail during that time.

 

Tuesday, January 9, 2018

Retire Wise - January 2018

 

Thursday, January 4, 2018

There are tons of tips for preparing financially for retirement released in the press this time of year. But, after you’ve crossed all the i’s and t’s, it’s your level of preparednessand enthusiasm in four...

 

Thursday, December 28, 2017

January 2018 News

 

Sunday, December 17, 2017

Our office will close on Friday December 22nd at 5 pm and re-open on Tuesday January 2nd at 9 am for the holiday period. We will be checking email and voicemail during the period. We hope our clients and friends have a happy and safe...

 

Friday, December 15, 2017

Call us greedy, but we’ve never thought Santa’s list should be limited to the kids. After all, children have such short attention spans. They may spend an hour on Christmas morning fawning over new toy cars, dolls and candy...

 

Tuesday, December 12, 2017

Retire Wise - December 2017

 

Monday, November 13, 2017

Retire Wise November 2017

 

Tuesday, October 17, 2017

Wharton News November 2017

 

Monday, October 9, 2017

Retire Wise October 2017

 

Sunday, September 24, 2017

Wharton News October 2017

 

Thursday, September 21, 2017

U.S. News looks at the health benefits of having, and being, grandparents: Link

 

Monday, September 18, 2017

Entrepreneur lists 10 spare-time small businesses that could bring more money home for millennials Link

 

Thursday, September 7, 2017

Retire Wise September 2017

 

Thursday, September 7, 2017

This Forbes article argues that the retirement planning crisis we read so much about may be overblown: https://h.ptsm.us/18GbDw

 

Thursday, September 7, 2017

An article @ USA TODAY notes 10 good financial life lessons to teach your kids: Link

 

Thursday, September 7, 2017

An article @ USA TODAY notes 10 good financial life lessons to teach your kids: Link

 

Thursday, September 7, 2017

A post at Due.com identifies 4 myths that can hinder small business success: Link

 

Friday, September 1, 2017

Cetera Investment Management has just released a new market commentary titled Economic Impacts of Hurricane Harvey. While our thoughts go out to the victims, family, friends and colleagues in the path of Hurricane Harvey, this...

 

Thursday, August 31, 2017

As a CPA with a successful practice, you have worked hard to establish yourself as a trusted advisor, particularly in this turbulent financial environment. Because you have built solid, long-standing relationships, clients may feel...

 

Wednesday, August 30, 2017

Should your kids be teens before they get a smartphone? TODAY spotlights the Wait Until 8th movement Link

 

Tuesday, August 29, 2017

Includes a broad overview of the week's economic and world updates with direct market insight with a market table, weekly economic calendar, points of view and words of wisdom. Link

 

Tuesday, August 29, 2017

What are the fastest-growing world travel destinations? CNN takes a look: https://h.ptsm.us/3ym2f9

 

Monday, August 28, 2017

Are you a business owner or an entrepreneur? Entrepreneur says the difference is all about mindset: https://h.ptsm.us/1cGCR2

 

Sunday, August 27, 2017

CNN Money looks at why women are taking second jobs more frequently than men: https://h.ptsm.us/3W3pEF

 

Saturday, August 26, 2017

You might want dorm insurance for the college student in your family. Consumer Reports explains why: https://h.ptsm.us/1QkSK

 

Friday, August 25, 2017

The most beautiful train trip in the U.S. costs just $97. Travel and Leisure spotlights it @ https://h.ptsm.us/1DbGWa

 

Tuesday, August 22, 2017

Wharton Investment Consultants are a region of Cetera Advisor Networks LLC, member FINRA/ SIPC, a top independent broker-dealer with one of the strongest net capital positions in the independent broker-dealer industry. Through Cetera...

 

Tuesday, August 22, 2017

APPS THAT HELP ACHIEVE GOALS The gap between setting goals and achieving them can be difficult to bridge. To enhance the chances of achieving personal goals, reminders and motivation are essential; making a New Year’s resolution...

 

Tuesday, August 22, 2017

Wharton News September 2017

 

Wednesday, August 9, 2017

Retire Wise August 2017

 

Wednesday, July 19, 2017

Wharton News August 2017

 

Wednesday, July 19, 2017

Retire Wise July 2017

 

Friday, June 23, 2017

July News

 

Thursday, June 15, 2017

Retire Wise June 2017

 

Wednesday, May 17, 2017

Retire Wise

 

Wednesday, May 17, 2017

June Newsletter

 

Monday, May 1, 2017

Our office and the markets will be closed on Monday May 29th 2017 in observance of Memorial Day. We hope our clients and friends have a safe and enjoyable holiday weekend and a terrific summer.

 

Monday, April 17, 2017

Wharton News May 2017

 

Wednesday, April 12, 2017

Retire Wise- April 2017

 

Thursday, March 23, 2017

Wharton News April 2017

 

Thursday, March 16, 2017

Retire Wise - March 2017

 

Tuesday, February 21, 2017

Wharton News March 2017

 

Thursday, February 9, 2017

Retire Wise - February 2017

 

Monday, January 16, 2017

Our offices will be closed on Monday February 20th for Presidents Day. We hope everyone has a safe and happy holiday.

 

Monday, January 16, 2017

Wharton News February 2017

 

Tuesday, January 10, 2017

Retire Wise January 2017

 

Tuesday, December 20, 2016

January News

 

Tuesday, December 13, 2016

Retire Wise

 

Sunday, November 27, 2016

December Newsletter

 

Wednesday, November 9, 2016

Retire Wise November 2016

 

Wednesday, November 9, 2016

The office will be closed on Thursday 24th and Friday 25th November for Thanksgiving. We will be checking email and voicemail during the period. We hope our friends and clients have a safe and enjoyable holiday period.

 

Monday, October 17, 2016

November News 2016

 

Thursday, October 13, 2016

Retire Wise October 2016

 

Monday, September 26, 2016

October Newsletter

 

Monday, September 12, 2016

Retire Wise - September 2016

 

Wednesday, August 31, 2016

Our offices will be closed on Monday September 5th. We hope our clients, friends and their families have a safe and enjoyable holiday weekend.

 

Wednesday, August 17, 2016

September News

 

Monday, August 15, 2016

Retire Wise August 2016

 

Monday, July 25, 2016

 

Monday, July 18, 2016

 

Thursday, June 16, 2016

July Newsletter

 

Wednesday, June 1, 2016

Retire Wise May 2016

 

Tuesday, May 17, 2016

June News

 

Thursday, April 21, 2016

New Rules Affect Retirement Savings Advice

 

Monday, April 18, 2016

May 2016

 

Wednesday, April 13, 2016

Retire Wise April 2016

 

Thursday, March 17, 2016

April 2016

 

Thursday, March 17, 2016

The office will be closed on Friday March 25th in observance of Good Friday. The NYSE is also closed on this day.

 

Tuesday, March 8, 2016

Retire Wise

 

Thursday, February 18, 2016

Retire Wise

 

Thursday, February 18, 2016

March 2016

 

Monday, February 1, 2016

February 2016

 

Friday, January 8, 2016

January 2016

 

Wednesday, January 6, 2016

The office will be closed on Monday January 18th in observance of Martin Luther King day. The NYSE is also closed on this day.

 

Monday, December 14, 2015

Retirement in Sight

 

Thursday, November 5, 2015

We are currently expanding and looking for accomplished professionals who are resolved to achieve their vision of success. We are looking for advisors in the Delaware and Maryland, New Jersey and Pennsylvania surrounding areas. We are...

 

Sunday, September 27, 2015

Have you requested your truly free credit report? You can download or view it at Free Credit Report.Tip: Don't view all three reports at one time, wait a few months hen view the next one, that way you are reviewing your credit report...

 

Sunday, September 20, 2015

Newsletter

 

Tuesday, August 18, 2015

Retirement in Sight

 

Friday, July 17, 2015

 

Tuesday, June 16, 2015

Retirement in Sight June 2015

 

Tuesday, June 2, 2015

May Edition

 

Friday, May 8, 2015

We are currently expanding and looking for accomplished professionals who are resolved to achieve their vision of success.Are you looking for a new career? Are you a successful sales professional who may have been downsized and is...

 

Thursday, April 23, 2015

 

Wednesday, April 1, 2015

Retirement newsletter for March 2015.

 

Friday, January 30, 2015

Planning for a 30 Year Retirement