Broker Check

Blog

Monday, August 6, 2018

Financial advisory compensation structures have shifted drastically over the past couple of decades, creating a whole slew of different ways financial advisors may be paid. Here is a short list of how most advisors structure their...

 

Thursday, July 26, 2018

We’ve all heard stories of lottery winners going on spending sprees and then declaring bankruptcy shortly thereafter. Rarely do we hear of the folks who live around them. In our financial advisor series, we wanted to share with...

 

Tuesday, July 3, 2018

This article focuses on, in layman’s terms, a relatively new Florida statute called the Florida Fiduciary Access to Digital Assets Act, which went into effect July 1, 2016. This Florida statute could be one of the most important...

 

Tuesday, June 19, 2018

As Financial Advisors, we are often asked about developing financial planning strategies that shifts income to other members of the family, including children. The new tax bill increased the standard deduction for single tax filers...

 

Tuesday, June 12, 2018

I live in Ponte Vedra, FL, in the community of Nocatee, and one of the largest contingents of new residents are families with children still in their younger years. As a financial advisor at Capital Analysts of Jacksonville, one of...

 

Show All

Tuesday, April 10, 2018

Financial Planning Series: How to Keep Finances from Ruining a Wedding or Marriage Getting married is a wonderful thing that will change your life forever for the better. On top of that, your wedding day is hopefully one you’ll...

 

Wednesday, February 28, 2018

Financial Planning | Evaluating Student Loans | Capital Analysts Financial Planning Series: 5 Questions on to Ask Yourself When Evaluating Your Student Loans How much money do I plan on making over the next 5, 10, 20 years? Based on...

 

Tuesday, February 6, 2018

Investment Planning Series - Thoughts on market volatility Surely many Financial Advisors will be getting some questions about recent market declines (yesterday alone the S&P 500 was down over 4%) and hearing from their investors who...

 

Monday, February 5, 2018

The new tax bill passed at the end of 2017 certainly has ramifications for most, but the question most people are asking is how the new tax law affects them personally. Unfortunately, there is no simple global answer that fits everyone...

 

Wednesday, December 6, 2017

Tax Planning Series: Disaster Tax Relief Signed Into Law Providing Tax Breaks to Hurricane Victims The Disaster Tax Relief and Airport and Airway Extension Act of 2017 was signed into law a few weeks ago by President Trump. The law...

 

Friday, November 17, 2017

Retirement Planning Series: How to Retire in a Rising Debt Crisis Surprise medical bills, student debt, natural disasters, investment losses- considering the host of problems that can arise in people’s lives, it is unsurprising...

 

Tuesday, October 31, 2017

Financial Planning Series: Staying Invested as Markets Decline By Christopher Gardner, CFA, Capital Analysts of Jacksonville Financial planning is an invaluable tool that can help ensure your family and your business are able to...

 

Monday, October 23, 2017

Trends are starting to emerge in various industries for retirement benefit costs. Retirement benefits include defined benefits, defined contributions, and post retirement medical programs. Take a look at some of the trends we are seeing.

 

Wednesday, August 2, 2017

If you’re a baby boomer nearing retirement, how do you turn your individual accumulated assets into lasting retirement income? For years you have saved through your 401(k) plans, IRAs, or non-qualified retirement plans, been...

 

Wednesday, July 5, 2017

With a financial services industry reducing by one in six advisors due to retirement in the next 10 years (Cerulli, 2015), in order to serve the growing need for financial advice the University of North Florida Coggin College of...

 

Tuesday, June 27, 2017

Choosing the right financial advisor can be as important a decision as choosing a family doctor. After all, you’re looking for someone you trust enough to provide them with detailed information about your financial situation, as...

 

Wednesday, June 21, 2017

Are you age 50 and looking for financial independence and a sense of confidence about reaching your retirement goals? If so, reaching out for retirement planning assistance from a qualified team of financial advisors might be a wise...