Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Monday, October 16, 2017

We just got back from another parent weekend, this time visiting our college freshman in the Midwest. For Tim and me, there is nothing better than seeing our happy student in his element. He worked hard his senior year in high school,...


Friday, July 14, 2017

Overheard at Stratz Financial: “I don’t think everybody else likes Mondays as much as I do.” Mondays? Who likes them? Who greets Mondays with a grin? Who looks forward to the work week? Who gets up with the birds (and...