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Week One of Big Bank Switch

The Big Bank Switch series is an inside look at Matt’s journey through switching his personal primary banking. By using a similar process you may save time and concern over doing the same.   I am in the first week of my Big Bank Switch and already I am thinking how... more

Journey Through Switching Banks

The Big Bank Switch series is an inside look at Matt’s journey through switching his personal primary banking. By using a similar process you may save time and concern over doing the same. Shifting From Big Banks At the end of last summer Bank of America announced they were going to... more

Market Outlook - February 2012

January 2012 ended as one of the best months in the history of the market. Several sectors are up over 7% this year. With tons of cash on the sidelines recently, investors are slowly putting their cash back in the market.  The defensive sectors (consumer staples and utilities) that held... more

Debt Limit Video

Here is a great video poking fun at the all to serious national debt limit concern. It paints the picture perfectly and compares it to the average American consumer. The "punchline" is at the end.    Matthew B. Brock, CFP® Senior Partner, Owner ... more
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