anthony hokey photo cropped

Anthony’s Hockey Team Wins League Championship!

You may not always think of South Florida and ice hockey in the same breath, but Associate Client Advisor Anthony LaBrake, CFP® shows that, despite the palm trees and sandy beaches, many diehard hockey fans now call South Florida home. Anthony has been playing the game since he was 7 and continues to play today on […]

Read full story Comments { 0 }
house for sale 2

Quote Of The Week: The Ultra-Cheap Mortgage Era Is Over

“Mortgage rates this week jumped to their highest level since 2011, signaling a shift from a period of ultracheap loans to a higher-rate environment that could slow home price appreciation and squeeze first-time buyers.” Laura Kusisto and Christina Rexrode, The Wall Street Journal, “Mortgage Rates Hit Seven-Year High as Ultracheap Era Ends,” May 18, 2018 The Takeaway: Interest […]

Read full story Comments { 0 }
breakers 2 cropped

Barron’s 2018 Top Independent Women Advisors Summit

Mari had the good fortune to spend 2½ days last week at the gorgeous Palm Beach Breakers hotel, site of Barron’s 2018 Top Independent Women Advisors Summit. It’s a fantastic setting, and offers unsurpassed networking with leading women financial advisors from across the country. It’s also a great opportunity to learn what’s new in investment strategies […]

Read full story Comments { 0 }
miami faena balcony

South Florida Luxury Real Estate Attracts Tsunami Of Foreign Money

File this under proof that we live in a truly global economy. It’s especially evident in South Florida, where some of our neighbors are likely to be foreign. Foreign investors spent a truly astonishing $7.1 billion on homes in South Florida last year, according to The Real Deal Miami. Where do those buyers come from? […]

Read full story Comments { 0 }
mary dillon 2

Beauty And The Beast

Shopping for cosmetics at Ulta? Congratulations! You’re supporting gender diversity. Fortune reports that Ulta Beauty is one of only 24 companies in the Fortune 500 list of powerful corporations that has a female CEO (in case you don’t have a calculator handy, that’s less than 5%. Pretty shabby). Ulta Beauty’s CEO is Mary Dillon. She’s been  […]

Read full story Comments { 0 }
carol marine's bag lady

What Every Woman Truly Fears: The Bag Lady Syndrome

Women want to plan for their financial future, but what they often see in the years ahead frightens them. The math is simple. Women tend to live longer than men. And living longer carries a hefty price tag. We have an unmarried client just entering her 70s. She has well over a million dollars saved […]

Read full story Comments { 0 }
annuity scrabble

What You Need To Know About Annuity Taxes Before It’s Too Late

Sad to say, we spend a lot of time trying to get clients out of annuities they’ve purchased elsewhere. Annuities can be extremely costly, and once you’re in, you may not be able to get out for seven or more years without a major hit to your wallet. The sales pitch is always compelling, but […]

Read full story Comments { 0 }
mobile check

Checks At The Speed Of Light

Mailing us checks for deposit to your investment account? We now have a better, faster, more secure way to process your deposits. We have the option of using digital check deposits, which allow us to securely upload the check images directly to the brokerage firm safeguarding your account assets. The deposit then instantaneously appears in […]

Read full story Comments { 0 }
ladder man climbing crop

Building A Bond Ladder The Easy Way

Some of the clients we work with like the idea of owning individual bonds and building a bond ladder, with some of the bonds maturing every year. This helps them maintain stability in their portfolio by investing in a broadly diversified portfolio of bonds, and generates interest they can use to provide retirement income. It also […]

Read full story Comments { 0 }
swimming with sharks Hawaii Shark Encounter

Like “Swimming With Sharks”: Local Investors Fall For Another Alleged Billion-Dollar Ponzi Scheme

Just when you thought it was safe to go back in the water. Imagine you’re a conservative investor looking for “safe, secure returns.” What could be better than “low-risk investments with a high yield?” Or maybe you’re trying to educate yourself about money so you can enjoy a secure retirement and stay far, far away […]

Read full story Comments { 0 }