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Congratulations To Scott Weigel On Earning The Financial Paraplanner Qualified Professional (FPQP™) Designation

We’re proud to announce that the College of Financial Planning has granted our colleague Scott Weigel the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Congratulations, Scott! More about Scott Client Services Associate Scott Weigel was born and raised in Boca Raton, Florida. After graduating from St. Andrew’s School where he played water polo, he attended St. Francis College in Brooklyn Heights, […]

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Let The March Madness Begin!

U.S. employers stand to lose about $13.3 billion in productivity during this year’s March Madness basketball tournament, with the average U.S. worker spending 25.5 minutes per work day filling out their brackets, sharing highlights with coworkers, and watching the games. We’re no exception! If you stopped by our office today at lunch, you would have […]

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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]

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Breaking The Ceiling: Women Financial Advisors Network In Miami

We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]

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Presidents Day Holiday – Monday, February 18, 2019

Our office will be closed on Monday, February 18, 2019, in recognition of Presidents Day. Banks and financial markets will also be closed. We will reopen on Tuesday, February 19.

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Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

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In Your 20s? 30s? 40s? 50s? Here’s How To Retire A Millionaire

Want to live a stress-free life with $1 million or more in the bank? It’s certainly possible. We spoke with financial reporter Hillary Hoffower of Business Insider to share what to do right, and what not to do wrong, at every decade of your life, so you can stay on the fast track to banking […]

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Clients, Make Tax Time Easier With Our 1099 Service

For many clients, tax time can be a confusing tangle of documents, 1099s, and statements. Just when you think you’re done, you open your mailbox to find even more corrected documents! We understand the frustrations, so let us help make the process a little bit easier for you. With your authorization, we can safely forward all […]

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Martin Luther King Jr. Holiday January 21, 2019

Martin Luther King Jr. Holiday January 21, 2019

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 21, 2019.

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