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Thursday, August 22, 2019

In this article regarding our Financial Planning services, we outline why someone would consider rebalancing their investments. Rebalancing is a critical aspect of our disciplined philosophy for investing. Over the long term, stocks...

 

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, 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...

 

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...

 

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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...