Archive | Company & Community News RSS feed for this section
LOGO_RGB

It’s Official! Adam Financial Joins Mercer Advisors

A message to our clients from Founder and President Mari Adam: It’s official! As of December 15, Adam Financial Associates (AFA) is joining the Mercer Advisors’ team! Mercer is one of the nation’s leading fee-only advisors, ranked consistently among the largest independent Registered Investment Advisers and financial planning firms in the U.S. Mercer Advisors will […]

Read full story Comments { 0 }
Mari Adam DeVoe G2

Succession Stories From The Front Line: Come Hear How We Did It

You’ve built a successful investment advisory firm. Now what? How do you execute a succession plan that lets you engage and retain next generation advisors? Come hear two of my colleagues and me talk about how we did it. Our panel is Monday afternoon, December 9, at the DeVoe G2 Forum – Fontainebleau Miami Beach. […]

Read full story Comments { 0 }
clock time pixabay free

The Clock Is Ticking On Year-End Tax Moves

Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]

Read full story Comments { 0 }
thanksgiving 2016

Giving Thanks In 2019

We would like to wish all our clients, friends, colleagues, and families a very Happy Thanksgiving! Thanksgiving is a time to slow down, give thanks, and appreciate all we have to be grateful for. We are deeply thankful for your support and friendship throughout the year, and appreciate your confidence in us. Counting you among our customers […]

Read full story Comments { 0 }
1973 first cfp class

Women CFPs: How Far We’ve Come!

Here’s what the first class of Certified Financial Planners (CFPs) looked like in 1973. Check out the wide ties and plaid jackets! It’s got “That 70’s Show” written all over it. Here’s another way to tell it’s the 70’s: there are only 2 female faces among the 42 newly licensed CFPs. (That’s less than 5%; […]

Read full story Comments { 0 }
Flag& Statue of Liberty

On Veterans Day 2019, Honoring All Those Who Have Served

Read full story Comments { 0 }
IES at bourse 2

‘Tis The Season! How I Give Back For The Holidays

One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]

Read full story Comments { 0 }
chingren 1

See What You Missed At Our Social Security Seminar!

Sincere thanks to American Century Investments and Al Chingren, their resident retirement and personal finance expert, for deciphering Social Security for our clients and friends! At this week’s client event, Al shared insights for maximizing retirement benefits, and explained how future reforms could impact your monthly check. Thanks again to American Century Investments for providing educational […]

Read full story Comments { 0 }
2019-10 Social Security Invite

You’re Invited October 23 – Maximizing Your Social Security Income

If you’re between the ages of 55 and 70, please consider joining us on October 23 for a special educational workshop on maximizing your Social Security benefits. Space is limited, so call early to reserve a seat. Most people count on Social Security for a significant portion of their retirement income, so learn how to […]

Read full story Comments { 0 }
stone crab

It’s Stone Crab Season!

Seafood lovers, it’s time to celebrate! Today is a happy day for Floridians. It marks the opening of stone crab season! That pricey but delicious treat is back on the menu for the winter season. After concerns about the health of this year’s crab haul, Florida Trend magazine kicks off the season with a promising […]

Read full story Comments { 0 }