Broker Check


At Wealth Management Solutions, LLC we like to keep you up to date and informed.  We will occassionally post articles here we feel are worthy of your time.  Enjoy!


Tuesday, May 31, 2022 great video to watch.


Thursday, May 12, 2022


Wednesday, April 27, 2022


Wednesday, April 13, 2022


Thursday, March 31, 2022


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Monday, March 7, 2022


Monday, March 7, 2022


Thursday, February 24, 2022


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Monday, January 31, 2022


Thursday, January 27, 2022


Wednesday, July 14, 2021


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Wednesday, November 25, 2020


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Tuesday, October 13, 2020


Wednesday, September 30, 2020

Please join me! Each year I have the opportunity to attend my broker-dealer's annual conference, which is designed to expand my knowledge and enhance my ability to help you pursue your goals for the future. Because this...


Tuesday, August 25, 2020


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Monday, May 4, 2020

We thought we would share this article with you. 5 realities of this recession


Tuesday, April 28, 2020


Wednesday, April 15, 2020

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services...


Friday, March 27, 2020

I Became a Disciplined Investor Over 40 Years. The Virus Broke Me in 40 Days


Friday, March 27, 2020


Tuesday, March 24, 2020


Tuesday, March 17, 2020


Tuesday, March 17, 2020


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Friday, March 13, 2020


Tuesday, March 10, 2020

March 9 – is the tenth anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09. It is to me a thing of the most wonderful irony that the world has elected to celebrate this iconic...


Wednesday, February 26, 2020


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Tuesday, December 17, 2019


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Tuesday, November 26, 2019

The views stated in this letter are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the...


Tuesday, November 19, 2019


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Wednesday, March 27, 2019


Friday, February 8, 2019


Friday, December 7, 2018


Friday, October 26, 2018


Tuesday, August 21, 2018

Asked what they look for in an adviser, Millennials say experience, followed by someone withsimilar demographic qualities as themselves. Two-thirds of Millennials are saving for retirement, Broadridge Financial Solutions learned in a...


Wednesday, April 11, 2018

Originally published as an article1 by Sir John Templeton nearly 25 years ago, the core principles are as relevant today as ever. I think you'll especially appreciate Rule #8. Click here to review the article.


Monday, April 2, 2018

A 529 plan can be confusing—know these important details Key takeaways There are no limits on who can open a 529 college savings plan or who can contribute. 529 plan savings can cover a range of educational expenses, in addition...


Sunday, February 11, 2018

Wall Street made history Monday afternoon when the Dow Jones Industrial Average closed down 1,175.21 points, or 4.6%. That 1,175-point drop was the Dow's largest single-day point decline since the market indicator was created in 1896....


Friday, February 9, 2018

Last year US stock markets experienced the least volatile year on record, hitting new highs seemingly every day. Then came the tax reform bill to end 2017, and a huge January with the S&P 500 rising 5.6%. Investors, especially...


Wednesday, February 7, 2018

Monday's (2/5/18) drop of 1,175 points for the Dow was the largest single-day point loss ever. But convert it to a percentage and that day's -4.60% decline doesn't even register in the top 100 largest single-day losses. And as...


Tuesday, February 6, 2018

Last Friday, equity markets fell sharply, with the Dow Jones Industrial Average dropping 666 pointsor 2.54%. This decline represented the largest single-day percentage loss since a 3.4% fall in June,2016. Similarly, the S&P 500 sank 2...


Wednesday, January 17, 2018

The fourth quarter capped off a remarkable year for stock markets around the world. U.S. Stocks, as measured by the S&P 500, returned 6.6% for the quarter and 21.8% for the year1. International Stocks as measured by the MSCI EAFE Index...


Wednesday, October 4, 2017

Courtesy of Franklin Templeton Investors


Friday, August 4, 2017 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or...


Friday, May 5, 2017

We are proud to share that Fahrenheit and Lola have been named Best Romantic Restaurant and Best Restaurant in Cleveland, OH by the readers of Cleveland Scene! Best Romantic Restaurant Fahrenheit Rocco Whalen was on the cutting edge of...


Friday, April 28, 2017

Have you ever wondered if it is worth having an advisor? Some would say it is definitely worth it plus more.


Tuesday, February 21, 2017

Wondering if you should wait for a market correction. Here is an article discussing just that topic. Should I Wait for the Market Correction?


Monday, January 23, 2017


Tuesday, October 11, 2016

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ How to Assess the Value of an Estate Select the date of calculation. Because...