Broker Check


What’s on our mind? What are we up to in the community? 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.


Wednesday, August 18, 2021

Thank you to our wonderful clients for coming out to the Greenville Drive Baseball Game. It was a great time!


Monday, November 23, 2020

Frederick Shows from GoodLife Financial Advisor with tips for shopping smartly, saving where possible and avoiding emotional spending. WATCH VIDEO


Thursday, October 29, 2020

Frederick Shows discusses financial trends that hold true no matter who resides in the White House. WATCH VIDEO


Tuesday, October 20, 2020

Frederick Shows on trends in life insurance and its benefits. WATCH NOW


Wednesday, October 14, 2020

Frederick Shows says it's a good time to reassess your investments and make sure they're still matching your goals. Sponsored by GoodLife Financial Advisors. WATCH VIDEO


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Tuesday, September 15, 2020

Frederick Shows on getting the most out of your college investment, ways to save, and the services he offers. Sponsored by GoofLife Financial Advisors. WATCH VIDEO


Wednesday, June 24, 2020

Fred Featured on "Fox Carolina" | Investing in Yourself WATCH VIDEO


Thursday, May 21, 2020

Fred Featured on "Your Carolina" | Tips for Recovering Your Investments WATCH VIDEO


Thursday, May 7, 2020

5 Tips to save you money NOW during the quarantine …


Thursday, September 26, 2019

October 31st, 2017 was our first Halloween in Montebello. It was a beautiful evening. Jennifer and I gave out candy to the scary ghost, zombies, Marvel heroes and villains. We also attended a neighbor’s pizza party in the...


Thursday, August 29, 2019

This month I’m responding to a reader that is concerned about the recent market fluctuations. They basically asked what they should do with their portfolio now? The stock market has been on an epic run, with the Dow racing even...


Thursday, August 1, 2019

What gender controls 2/3 of purchasing decisions, tends to live 5-8 years longer, and often needs to be concerned about their retirement and legacy planning after their spouse passes? Women. Women control $14 trillion in U.S. Wealth...


Thursday, November 15, 2018

Some of you may have retirement on your minds and you want to make sure that you are financially ready for the big change. Our next guest wants to make sure that you are ready and is here this morning to tell us the three most costly...


Tuesday, September 18, 2018

Fred Bruce from Pimco talking on “Marketing Strategies”. A great evening of education, cocktails, and conversation.


Saturday, September 1, 2018

We watched the Braves take the WIN and had a great evening with our clients and their kids.