Andrew K. Rose, CFP®, CLU®, RICP®
Financial Advisor

Blog

Cyber Risks

Technology advances have made our life a lot more simple; from keeping in contact with friends and family and even completing transactions.  But as we know, with news of data breaches and concerns of scams, hacks and identity theft, technology has made it easier for criminals to affect your financial well-being.  Here are some helpful tips to protect your identity.Credit ProtectionWe can check our credit report annually from all three credit bureaus; Equifax, Experian and Transunion...
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Investing Amnesia

What were your fondest childhood memories?  What is the farthest experience or fact you can remember?  For me I have a few, that are clear as day.  Like the first time I ate a Bojangles Cajun Filet Biscuit, I was probably around 7 years old.  It was Spring, my grandmother had just taken me to our last playoff game for our little league baseball team and we stopped at the Bojangles in Selma on the way back to her house.  It was cloudy and overcast, and air temps...
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StepUp Ministry

Andrew Rose has served on StepUp’s board for the past two years, but his StepUp journey began in 2009 when he was invited to take a tour of the Life Skills program.StepUp serves approximately 160 adults in its Life Skills program every year. Each participant...
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#CapitolCares

Happy to share this video montage of some of our #CapitolCares events throughout the years.
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Headlines

Another New Year has come and 2018 is in the history books.  This is also a new chance for the stock market to move on from 2018 and do what it does best, go up!  The end of 2018 was not good to equity markets and our investment portfolios. Given I am...
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Helpful Tips to Organize for Tax Time

The new year is underway and I hope the year is off to a great start for all of you.  But, before you have too much fun, start getting ready to file your taxes!  Some people enjoy this time of the year, but if you’re like me you dread the fact of having to organize and find all the information you need to file your return.  It is extremely time consuming to get organized and ready for tax time, and my goal is to help you out.  Here are some helpful tips...
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Andrew Rose and Will Smith Inaugural Vlog

Andrew Rose and Will Smith Inaugural Vlog
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What Will You Leave Behind?

Everything and everyone has a story and a past.  All of us have some attraction to events and places of the past and a desire to relive the stories of long ago.  Think of the millions of visitors per year visiting The Colosseum in Rome or the family photo albums that get passed down from generation to generation. Think about the stories that are told as you gather around the table for holiday meals with loved ones. We cling to these stories...
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“Honey, did you check the stove?”

“Honey, did you check the stove?” It’s August, as many would call the “8th inning of summer” or the “Sunday of the week”. Nonetheless, days are slowly getting shorter and kids are going back to school.   Another season is gradually coming to an end as summer always goes by way too fast.  I love summer in all it’s hot, humid glory. Some of my best memories from growing up come from those long summer days of the past.  A
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The Best Time to Plant an Oak Tree

This month I was able to celebrate the second birthday of my niece and nephew, Avery and Gabriel.  My wife and I became an uncle and aunt back in September of 2012 and since then my sister and brother-in-law have brought four amazing kids into our lives. What an exciting and emotional time it was on that fall September day when our first niece and first nephew were born.  Aunts and uncles are special, as are grandparents. We have special rights, relationships, and it’s all because...
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Check the background of this financial professional on FINRA's BrokerCheck