Broker Check


Monday, February 6, 2023

0:00 - Intro - your host, Arish Nurani, introduces the format of our new podcast.1:10 - Market Moves - Arish and Jeff Cone discuss takeaways from the economy in 202215:04 - Timely Topic - Arish and Heather Gardner discuss recent...


Tuesday, January 17, 2023

I think it’s safe to say that most of us are happy to close the books on 2022 and move on to 2023. After three straight years of impressive stock and bond returns, prices reset across asset classes to reflect a new investing...


Tuesday, January 17, 2023

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance...


Friday, January 13, 2023

Certain retirement plan and IRA limits are indexed for inflation each year, and 2023 saw record increases in many figures. Some of the key numbers are listed below, with the corresponding limit for 2022. (The source for the 2023 numbers is