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2018-12 private mkts

How America’s Wealthy Make Sense Of The Markets

How to make sense of the market volatility? What changes to your portfolio strategy should we be making for 2019? We spent Thursday in Palm Beach talking to some of the top private wealth and alternative strategists, who cater to America’s wealthiest families, about what they see ahead and how to apply it to your […]

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Join Us For Our Holiday Open House, Thursday, December 13!

Please stop by Thursday, December 13 to join us as we celebrate the holiday season! You are encouraged to bring an unwrapped toy for the Florence Fuller Child Development Centers, so we can share the holiday spirit with those in need! We hope you can make it! Please call Nadia Rullo at 561-417-0001 to RSVP.

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Brad Goldstein Promoted to Director Of Client Services

Please join us in congratulating Brad Goldstein, FPQP™ on his recent promotion to Director of Client Services. Brad works with clients on all aspects of their financial planning needs, including opening and funding new accounts, updating beneficiaries, and transferring money between accounts. Feel free to contact Brad with any questions or service requests, from getting […]

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Giving Thanks!

Why are we giving thanks? Because we have the best jobs in the world. We get to work with the nicest bunch of people (you, our clients), helping you make your dreams come true. We do our best every single day to give you security and peace of mind so you can reach your goals and spend […]

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green bean casserole

What Makes A Thanksgiving Classic

Dorcas Reilly, Campbell Soup’s home economist who invented the iconic green bean, mushroom, and fried-onion casserole, died last month at age 92, but her creation will live forever on Thanksgiving tables everywhere. Here’s the recipe for the holiday favorite. Dorcas created the dish in 1955 while she was the Campbell Test Kitchen Manager. What’s the secret […]

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Helping Students In South Florida Reach Their American Dreams

The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]

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Veterans Day 2018: Honoring Those Who Have Served

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Here’s Our 7 Quick Investment Takeaways From Impact 2018 In Washington

I’m up in Washington D.C. this week at Impact 2018, Schwab’s huge annual investment conference that gathers thousands of investment advisors, vendors, and experts from across the U.S. It’s actually great timing given this week’s turmoil in the stock market. We’ve had multiple conversations with economists and market strategists about inflation, rising interest rates, and […]

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We’re In D.C.! What’s Happening At The Schwab Impact Investment Conference

It’s billed as the industry’s largest gathering of investment experts and visionaries, and I’m excited to be a part of it this week in Washington D.C. It’s Schwab Impact 2018, four days of high-level investment speakers, exhibitors, software demos and workshops. It couldn’t be more timely. This afternoon’s keynote speaker was former Fed Chair Janet Yellen, […]

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Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits

Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]

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