Archive | Company & Community News RSS feed for this section
miami condos Photo by Kian Lem on Unsplash

Lots Of Questions, Still No Answers for South Florida Condo Owners

There are still no answers as to why the Champlain Towers South condo in Surfside, Florida tragically collapsed, causing almost 100 confirmed fatalities and anguish for uncounted South Florida families. Investigators will need months if not years to determine what really happened, and why. In the meantime, local condominium owners, construction and engineering experts, government officials, […]

Read full story Comments { 0 }
las vegas Photo by Ameer Basheer on Unsplash

We’re Off To Vegas!

It’s not what you think. We’re not off to catch the shows or try our fortune at poker. It’s actually a major conference for accounting and finance professionals, and we’re heading there to learn what’s new with cutting-edge financial planning strategies and potential tax and estate planning initiatives Congress may have in store for you. We’ll […]

Read full story Comments { 0 }
coffee cup shutterstock_163034819

2nd Quarter Investment Commentary – Blistering Rebound Pushes Stocks Higher

Tailwinds push stock to new highs There is a lot to be happy about, as U.S. stocks finished a strong 2nd quarter at new highs. The benchmark S&P 500 index advanced 8.55% in the second quarter to close up 15.25% year-to-date.¹ Those double-digit gains reflect a powerful economic rebound propelled by consumers rushing to shop, […]

Read full story Comments { 0 }
family grandparents Photo by Patrick Jansen on Unsplash

Quote Of The Week: Connecting With The Next Generation

“59% of investors believe their children and grandchildren should meet their financial advisor by the age of 25.” Spectrem Group, a Chicago-based research firm specializing in wealthy investor psychology and behavior, “$25 Million Plus Investor Report,” April 2021   Does that quote surprise you? The truth is that as many of America’s well-off baby boomers age, their thoughts turn to […]

Read full story Comments { 0 }
grocery cart shopping

How To Protect Your Nest Egg From Inflation

Thank you again to CNN’s Jeanne Sahadi for the chance to talk about how to protect your nest egg from inflation and why there is no age at which you can say, “I don’t need growth.” Today’s budding inflation fears remind us how a well-designed portfolio can help protect us from the effects of rising […]

Read full story Comments { 0 }
independence july 4 Photo by Aaron Burden on Unsplash

Happy Independence Day 2021!

Happy 4th of July! Our offices will be closed Monday, July 5 for the holiday. Enjoy your long weekend celebrating our nation’s independence with your friends and family! Let us know if we can help you on the path to financial independence. We’ll work with you to create a road map to a stress-free financial […]

Read full story Comments { 0 }
Screenshot 2021-06-26 16.36.54

Helping Surfside Victims and Families

We’ve all been transfixed by the collapse of Champlain Towers South in Surfside, Florida. Our hearts go out to all those affected by this tragedy and to the courageous first responders who are risking their lives to locate the many missing and injured. We’ve been asked by several clients how they can help the victims. One way is […]

Read full story Comments { 0 }
family grandparents Photo by Patrick Jansen on Unsplash

Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to transfer wealth to younger generations. You may already be familiar with 529 plans as the best way for most American families to save for college. But 529s also have incredible tax advantages that make them ideal for passing on […]

Read full story Comments { 0 }
Father's Day Canva 2021

Happy Father’s Day!

Read full story Comments { 0 }
impact 100 2020-2021 winners

Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!

I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]

Read full story Comments { 0 }