Broker Check

Blog

Monday, May 13, 2024

World Cocktail Day, celebrated annually on May 13th, is a global celebration of cocktails, mixing, and the history of the cocktail. It's a day when enthusiasts around the world raise a glass to the art of mixology. To get you into the...

Thursday, April 25, 2024

Bitcoin tends to pop in and out of the headlines. Few financial topics in recent memory have sparked as much imagination and criticism. Unsurprisingly, the latest development with Bitcoin has provoked much discussion and curiosity:...

Tuesday, April 16, 2024

April is Keep America Beautiful Month, a time when we recommit ourselves to making our environment more beautiful and sustainable. It’s a time to take action in our communities, and to inspire others to do the same. The organization...

Tuesday, March 26, 2024

As the flowers bloom and the snow melts away, spring brings about a season of change and renewal. It's the perfect time to not only declutter your home but also take a good look at your finances. Reviewing Your Budget The first step in...

Thursday, March 7, 2024

International Women's Day, celebrated on March 8th each year, is a time to honor and appreciate the incredible contributions of women throughout history. From politics to science, literature to activism, women have played a vital role...

Show All

Tuesday, February 20, 2024

Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a "must" that transcends generations. However, recent data shows that Gen Z and Millennial couples are forging their...

Monday, February 5, 2024

Valentine's Day is a special day to show our love and affection for our loved ones. And what better way to celebrate this day than by engaging children in fun and creative crafts? So, this Valentine's Day, gather your art supplies...

Wednesday, January 24, 2024

When it comes to pizza, New Jersey is known for its delicious and diverse options. From thin crust to deep dish, there is something for everyone's taste buds. If you're a pizza lover in the Garden State, you're in luck! 1. Tony's Pizza...

Friday, January 19, 2024

Introduction January 1st marks the beginning of a new year, filled with hope and determination. Many of us set resolutions, vowing to make positive changes in our lives. However, as the days go by, our motivation wanes, and by January...

Monday, December 4, 2023

The holiday season is just around the corner, and that means it's time to start thinking about buying gifts for our loved ones. However, holiday shopping can quickly become overwhelming and expensive. Here are some valuable tips to...

Tuesday, November 14, 2023

November is not only a month of falling leaves and cozy sweaters but also a time to raise awareness about long-term care. As we dive into the holiday season, it's important to take a moment and reflect on the significance of long-term...

Tuesday, November 7, 2023

Thanksgiving is a time for family, gratitude, and creativity. If you're looking for a way to engage your children in the holiday spirit, why not try some fun and easy Thanksgiving craft ideas? Not only will these crafts keep your...

Friday, October 27, 2023

I've seen the "Boomerang Generation" in more than a few headlines lately. These young adults return, or "boomerang," to their parents' homes as they attempt to navigate the property market. The key culprit is mortgage rates nearing...

Thursday, October 12, 2023

In today's digital age, where we rely heavily on technology for various aspects of our lives, protecting our online presence has become more important than ever. Cybersecurity is the practice of safeguarding our digital information and...

Tuesday, September 19, 2023

September is Life Insurance Awareness Month. Life insurance is an important aspect of financial planning that is often overlooked. It is a contract between you and an insurance company to provide financial support to your loved...

Monday, September 11, 2023

New York City is a city that never sleeps, and it is no different when it comes to the fall season. The city is filled with exciting events that cater to everyone's tastes. Whether you're a foodie, an art enthusiast, or a music lover,...

Friday, August 25, 2023

The stock market rebound has significantly increased the number of workers with $1 million or more in their workplace retirement accounts. According to Fidelity Investments, employees with 401(k) balances exceeding $1 million rose 26...

Friday, August 11, 2023

Summer vacations are a great way to unwind, relax, and spend quality time with family and friends. As the world recovers from the COVID-19 pandemic, many Americans are looking forward to planning their next summer vacation. Americans...

Wednesday, July 26, 2023

You may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As heart-wrenching as this...

Monday, July 24, 2023

New York City is known for its diverse and vibrant food scene, making it a food lover's paradise. With summer around the corner, it's the perfect time to explore all the city has to offer. From trendy rooftop bars to classic delis,...

Thursday, July 13, 2023

Last year, the Biden administration announced their much-anticipated student loan forgiveness plan. As a result, millions of Americans were hoping to be relieved of the repayment responsibility for up to $10k in student loan debt and...

Monday, June 26, 2023

Achieving a good work-life balance requires effort and commitment. Here are some tips to help you achieve it:Set boundaries: Clearly define your work hours and stick to them. Avoid checking emails or taking phone calls outside of work...

Thursday, June 1, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Friday, May 19, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Wednesday, May 3, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Friday, April 14, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

Monday, April 3, 2023

Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...

Monday, March 27, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...

Tuesday, March 7, 2023

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...

Friday, February 24, 2023

Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...

Tuesday, February 7, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Monday, January 30, 2023

Whenever you are starting to build your financial plan with your Advisor, it is a good idea to brush up on some basics. This will help create a productive dialogue with your Advisor, and encourage you both to create a plan that is best...

Thursday, January 5, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Tuesday, December 27, 2022

The financial markets are complex systems. They can move from one event to the next so quickly that it's hard to know what’s driving prices.For example, look at the roundtrip oil prices in the chart below.Oil prices surged to...

Tuesday, December 13, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Wednesday, November 16, 2022

The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...

Monday, November 7, 2022

The financial markets are on edge this year each time Fed Chair Jerome Powell takes the podium following a Federal Open Market Committee (FOMC) meeting.The chart below shows that the Standard & Poor’s 500 stock index has gained...

Tuesday, October 25, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...

Wednesday, October 5, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Thursday, September 29, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Wednesday, September 7, 2022

Bull and bear markets are not a new concept to most of us. Over the years, we have seen times of severe market volatility. When the stock market seems unpredictable, this is just a part of the journey to ultimately gain. It is...

Thursday, August 25, 2022

In the U.S., it is estimated that elderly Americans lose 3 billion dollars to scams, and one out of ten adults become a victim of fraud each year. Learning about scams is the only way to keep your guard up and stay safe. Once you can...

Monday, August 15, 2022

If you are a parent sending your child off to college, it may be difficult to stay focused and be sure that you have packed the necessities. Between school supplies, clothes, room decor, etc. it is easy to become overwhelmed. Here is...

Monday, July 25, 2022

Technology has evolved, and you have too. Since technology has given us the opportunity to make organization a little easier, it’s time to really get to the bottom of the question, “which documents should you keep, shred,...

Friday, July 15, 2022

July 26th will be the anniversary of the Americans with Disabilities Act, which became a law in 1990. This law was created to prohibit discrimination against individuals with disabilities in all areas of the public. This means jobs,...

Monday, June 27, 2022

With the current state of the housing market, some of you may be considering an update without the move. Renovating your home can be a great way to experience a little change and increase the future value of your home. Here are some...

Monday, June 13, 2022

June is National Homeownership Month! This month is an effort to educate homeowners as well as future homebuyers about the current housing market. This also acts as a longstanding commitment to creating more homeownership opportunities...

Thursday, May 26, 2022

Summer is approaching fast and as parents, grandparents, aunts, uncles and everything in between, you may have to think of some ideas to entertain the kids while they are home from school. We know it can be hard to think of things...

Saturday, May 7, 2022

Tuesday, April 19, 2022

Wednesday, March 30, 2022

Sunday, March 13, 2022

Tuesday, March 1, 2022

Tuesday, February 15, 2022

Tuesday, February 1, 2022

Monday, January 17, 2022

Saturday, January 1, 2022

Wednesday, December 15, 2021

Wednesday, December 1, 2021

The month of December is here! Let's take a look at some of the most memorable events that took place during this month... December 1st, 1885: The soda Dr. Pepper is served for the first time in history. December 2nd, 2005: Microsoft...

Monday, November 15, 2021

Until we're back to warm weather, beaches, and barbeques, you may find yourself wondering how to fill up these cold winter months. When the boredom strikes this winter, we have ideas to keep you busy all season long! 1. Host a dinner...

Monday, November 1, 2021

The month of November is here! Let’s take a look at some of the most memorable events that took place during this month… November 1st, 1959: For the first time in History, hockey goalkeeper Jacques Plante wears a...

Tuesday, October 12, 2021

September 11, 2021 marks the 20th Anniversary of the terrorist attacks on our country. Since that time, I have had the honor of being involved with the Jim Fassel Foundation which was formed to support the families of First Responders...

Tuesday, October 12, 2021

This year’s Jim Fassel Foundation Memorial Celebrity Golf Tournament was a great success! It was hosted at Upper Montclair Country Club in Clifton, NJ. It was a great day filled with lots of fun and camaraderie. The foundation...

Friday, August 6, 2021

We are hoping you’re enjoying your summer! These are US Financial’s top 10 favorite cocktails to sip on in the summer heat. 1. Malibu Bay Breeze What You’ll Need Glass with ice Coconut rum Pineapple juice Cranberry...

Friday, July 23, 2021

Question: I have a question about how to save money on a tight budget. My household is just me and my wife. We both work day jobs and she works a part time job as well, so we are pretty much living on a paycheck to paycheck basis. We...

Friday, June 23, 2017

The US Financial Services Annual Charity Golf Challenge gives us the opportunity to give back to our community.

Monday, February 27, 2017

Whether it’s sports, music or politics, life holds any number of “great debates” that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which Is...