In our May Investment Outlook, we review March market performance, expectations regarding future Fed Funds rate increases this year, and market factors we are watching closely. >
May 15, 2023
April is Financial Literacy Month and Thursday, April 27th is Bring Your Children to Work Day.  Both events serve as reminders of the importance of guiding your children and grandchildren towards financial responsibility. >
April 28, 2023
In our April Investment Outlook, we review March market returns, current economic and market conditions, the significance of money supply increases and decreases, key areas we’re monitoring, and any changes to our investment >
April 13, 2023
Spring is here, which means that wedding season is not far behind. While you are planning for the big day, it’s important to address one of the most complex issues of marriage, joint finances. Money is one of the leading causes >
March 28, 2023
In our March Investment Outlook, we look at the impact of recent events in the banking industry, the continued strength of the US labor market and its impact on the economy, the reasons for weakness in emerging markets, what the >
March 15, 2023
In December 2018, Congress passed, and the President signed the original SECURE (Setting Every Community Up For Retirement) Act. Their goal was to help individuals save more and be financially better prepared for retirement. In >
February 24, 2023
In our February Investment Outlook, we review the current economic, geopolitical and capital market conditions, key areas we’re monitoring, and any changes to our investment strategy or approach. >
February 13, 2023
Tax considerations (and colder weather) may have you considering a move to a warmer climate. Along with its mild weather, Florida also has the added benefits of having no state income tax and robust asset protection laws. >
January 25, 2023
In our January Investment Outlook, we reflect on the challenges the market faced in 2022, and how many of the factors that impacted the market are likely to persist in the near term. However, we are seeing hopeful signs that >
January 18, 2023