Brokerage Specialists

04/09/2026

All I can say is, I’m very very proud of all of my clients that voted for us this year. Anybody that just provided us that level of courtesy to help them in a financial plan GOOGLE is an amazing outlet to allow clients to find the best financial advisor compared to paying for ads that doesn’t produce any results. GOOGLE does a rating service of all firms.

07/25/2025

See the Brokerage Difference

07/24/2025

What’s the difference between a 401(k), Traditional IRA, and Roth IRA? Each has pros and cons depending on your tax needs and retirement goals. Not sure which fits your plan best? Book a quick call.

07/23/2025

Risk tolerance isn’t about guessing—it’s about knowing what level of risk you’re actually comfortable with. Our Color of Money Risk Analysis breaks it down clearly. Want to try it? Message us.

07/22/2025

Do you need a will or a trust? Here’s the short version: a will goes through probate, a trust avoids it. If you want control, speed, and privacy—learn what a trust can do for your estate plan.

07/21/2025

At Brokerage Specialists, we focus on building retirement plans that work in real life—not just on paper.

Led by our team of financial advisors, we’re here to help you protect what you’ve earned and build a future you can count on.

05/11/2025

Today, as we look back at the last several months of the market, we understand that tariffs are just gonna be a part of the situation going forward for the next 3 to 6 months. I do believe it’s important to realize that our economy is one of the greatest economies in the world. Our dollar is the strongest dollar of all dollars in the in the world and today as Keith Gangle said we will see our market move and adjust to the situation currently being played out with tariffs.

What I do find interesting as so many people do not even understand or cannot define what a tariff is and who’s paying it I think we need to pray for our country. Pray for our leaders and pray for everybody going forward that we all just know that we all live together in this world and we need to just focus on Helping everyone to prosper and not just a few nations.

The worst is behind us on the tariff front, Gradient Investments senior portfolio manager Keith Gangl tells Wealth Host Brad Smith, saying investors should shift their focus to corporate earnings and expected tax cut policies being proposed by the Trump administration. To watch more expert insights....

04/07/2025

Why to NOT freak out about the stock market today!

04/04/2025

Good morning, I wanted to share this post from last month with Lisa Schreiber a Gradient Investment analyst on the current markets and how to understand that the world is not ending the quite the contrary this is healthy situational factor for the market.

Here's a good analogy- Today is a cloudy rainy like day, if you had planned an outside activity probably not the day for it? But with the rain comes sunshine and the beautiful flowers in the summer are in part a direct result of rainy day today.

US equities (^DJI, ^IXIC, ^GSPC) have undergone serious bouts of volatility in the past few weeks. So, how worried should investors be when markets enter a correction? Gradient Investments investment analyst Lisa Schreiber tells Wealth's Brad Smith that she encourages clients to pause and relax, whi...

09/29/2024

Amen 🙏🙏🙏

09/29/2024

Amen 🙏🙏🙏🙏