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MLK day 2018

Martin Luther King Jr. Day

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 15, 2018.

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Wishing You A Happy, Healthy, And Joyous New Year!

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2018 New Year’s Resolutions

What’s on your list for the New Year? We talked with journalist Robyn Friedman of City & Shore Magazine about our resolutions for the New Year. Many people make resolutions, some focused on financial goals like paying down debt, or saving more money. Want to improve your situation in the New Year? Think about what […]

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Year-End Countdown: It’s A Handful! Capital Gains & GOP Tax Plan

It’s almost 2018, and there’s no shortage of tasks to keep us busy until the clock hits midnight. Hard to miss, but the Congress is busy passing (we think!) the Tax Cuts and Jobs Act, which will slash corporate taxes and toss in a few surprises – good and bad – for individual taxpayers like […]

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Toys For The Kids!

Thanks to all the generous guests at our Holiday Party yesterday, we have a tree-full of gifts to take to Florence Fuller Child Development Centers for the kids! Thanks to all! You’ve helped make this a happier season for many children!

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Holiday Party

Holidays Florida-style! Our fire may be on the flat screen, but Client Advisor Rachael Grattan and Client Services Associate Brad Goldstein get ready for the holidays and our Holiday Party!

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Getting The Holiday Spirit: How You Can Save Taxes & Support The American Dream

There’s nothing more American than changing your life through the pursuit of higher education. That’s why South Florida’s  Broward College sponsors the American Dream Scholarship fund. It helps needy students cross the finish line to obtain their degree. The program has rigorous requirements, and benefits working, local students who are pursuing a degree in a high demand […]

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Celebrate The Season With Us!

We would love to see you! Please stop by to celebrate the holiday season with us Thursday, December 14!

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Getting The Holiday Spirit: Sharing & Giving For The Holidays

Underneath all the toys and decorations, the holidays are all about giving and sharing. Let us know what causes and groups you’re choosing to share with this holiday season.  We would be happy to spotlight some of the worthy groups you support. Here’s one group (and one that we support) that helps make a difference […]

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Getting The Holiday Spirit: Fort Lauderdale Historic House Tour

We’re getting in the holiday spirit! On Sunday we enjoyed a fabulous tour by trolley of Fort Lauderdale’s historic homes, starting with the 1914 “Parrot/Baxter House” (did you realize that these period homes still exist in so-new Florida and are being lovingly maintained by neighborhood families?), then stopping to visit several mid-century modern showplaces, and […]

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