Broker Check


Tuesday, April 2, 2024

Deborah and Kevin Lewis, a Large Cap Growth portfolio manager at American Century, discuss American Century’s portfolio construction and investment philosophy.

Monday, January 29, 2024

Deborah and Dan Fearnow of MFS share insights on our market outlook for 2024 along with new developments in bitcoin and artificial intelligence

Tuesday, November 7, 2023

Deborah and Greg Toretti of American Century Investments share insights on the current economic landscape, worldwide political unrest, the ever present question of a recession, and the role of municipal bonds in your portfolio

Friday, August 18, 2023

Deborah and Dan Fearnow of MFS talk recession, interest rates, and where MFS is looking for investment opportunities next on this month's market update

Thursday, June 1, 2023

This month Deborah was in conversation with Brett Floyd of Macquarie Asset Management. In this episode, Brett and Deborah talk about the debt ceiling, the rise of AI (artificial intelligence) technology, and areas where the Macquarie invest

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Tuesday, March 14, 2023

This month Deborah was in conversation with Noel Doiron of T. Rowe Price. They talked about the role of bonds in your portfolio, some positives in the economy, and the Silicon Valley Bank collapse.

Wednesday, January 25, 2023

This month, Deborah was in conversation with Dan Fearnow of MFS Investments. They talked about what we can expect in 2023, the Federal Reserve, and the strategy for mutual funds at MFS Investments.

Thursday, September 1, 2022

Monday, August 1, 2022

Friday, July 1, 2022

Tuesday, March 22, 2022

Monday, March 14, 2022

The importance of rebalancing your portfolio.

Friday, February 26, 2021

Robinhood: the stock trading and investment app that has become wildly popular in the past couple of years. As of May 2020, there were over 13 million users of the app and some have estimated that this number could have grown to over...

Thursday, February 18, 2021

A common question posed to pre-retirees is “what will you do when every day is the weekend?” Whether we realize it or not, much of our lives revolve around work. The obvious change is that you won’t be spending the...

Tuesday, December 8, 2020

You've decided you want to buy your first home - congratulations! At first, you're full of excitement, but then you may be finding yourself thinking that you have no idea where to start. The questions start popping into your head....

Monday, November 9, 2020

The smart phone has made life easier for many of us – you can call anyone, anytime, google the answer to the debate you and your friend are having, or order food for your dog while waiting to pick up the groceries you also...

Friday, October 16, 2020

Life can be unpredictable, but your estate plan shouldn't be...

Monday, September 28, 2020

Did you know that 90% of all women will be solely responsible for their finances at some point in their lives? A big contributor to this statistic is the fact that on average, women live five years longer than men (81.1 years as...

Monday, September 14, 2020

Your 20s – the decade of your life that can be wildly confusing and transformative. Some of your friends are buying houses, building their careers, having babies or getting married. Others are on a different path; they’re...

Monday, August 24, 2020

2020 has brought with it a sense of fear that is almost tangible. A thick layer of uncertainty colors the days of many. The pandemic and the ensuing market crash caused once-confident individuals to take pause. Questions like the...

Monday, August 10, 2020

What comes to mind when you hear the word millionaire? Is it something akin to The Hamptons, diamonds, hedge funds, or men who seem to live, work, and sleep in suits? What about your next door neighbor? What about attainable? Becoming...

Monday, July 27, 2020

I don’t think many people would dispute the fact that having a baby changes your life. The unexpected can and will happen – doing a little preparation can save you a lot of headaches down the line. The first...

Monday, July 13, 2020

In few words: no. In many words...

Monday, June 15, 2020

One of the things I hear the most is that people have been “meaning to” take a look at their finances for a while. We all do it – avoid our bank statements when we know we spent too much or harbor a dream such as becoming a homeowner...

Monday, June 1, 2020

Understatement of the year: coronavirus has changed our lives. We have our groceries delivered. Happy hour is held over Zoom. Mundane errands are now exciting opportunities to leave the house. As inherently social beings, the swift...