Latest Articles

May 10, 2022

I hope you are doing well, and I hope all of you moms had a great Mother’s Day weekend. I know you guys are the backbone of every family, and you get no credit for your kids being good, and it hurts you the most when things don’t go that well. Clients or potential clients […]

May 3, 2022

I hope you are doing well, and I hope you had a great weekend! We are starting to see some exciting products come back to the market that has been away for a few years. The most recent addition to the mainstream is the interest-only products with some of our High Balance and Jumbo products. […]

April 26, 2022

I hope you are doing well, and I hope you had a wonderful weekend. We have a lot of fear in the market, and people question where prices will go from here. Many mixed messages reminded me of Heather when I was in the 8th grade. Over the past two days, we have seen interest […]

April 19, 2022

I hope you are having a great week so far, and I hope you had a great Easter or Passover. We had a lovely Easter Brunch in Hollywood, and then Monday hit, and we broke family tradition. Yup, everyone was out of Cadbury mini eggs yesterday, and I did not get the usual 20 bags […]

April 14, 2022

I hope you are having a wonderful week so far, and I hope you have a wonderful Easter weekend for those of you who celebrate Easter. We will be celebrating with a family lunch in Hollywood. It’s been a slower week on the new call side, and I think it has to do with Spring […]