Broker Check


Welcome to the Black Pearl blog, where we share our pearls of wisdom on a variety of topics.

Tuesday, April 11, 2023

Investors face numerous economic reports in April that could impact markets. Constantly watching the news cycle may disrupt a well-constructed investment strategy. Instead, focus on long-term trends and avoid chasing the "Goldilocks Moment.

Monday, November 14, 2022

The IRS has released new limits for the coming year and it's never too early to think about your retirement. Are you maximizing your pre-tax (tax-advantaged) contributions? Of your accounts, do you know which ones qualify?

Wednesday, October 26, 2022

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...

Monday, October 3, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

Monday, September 5, 2022

Student Loan Forgiveness?? How will it work?

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Monday, September 5, 2022

Stock market performance in September and October. Is it as bad a they say??

Sunday, August 21, 2022

Are you prepared to take advantage of the tax credits and savings offered by The Inflation Reduction Act?

Thursday, August 4, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...