In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 18, 2021.
They may have their fingers on the pulse of a nation. But just how well do our elected representatives in the nation’s capital pick winning stocks compared with Santa’s finest? Economists at Dartmouth College and their undergraduate elves compared publicly disclosed stock trades by House and Senate members from January through December 2020. “Members’ picks […]
Our office will close for the Christmas holiday on December 25. We will reopen on a normal schedule on Thursday, December 26.
A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers. Your generosity and thoughtfulness will make the holidays a little brighter for many local children! We would also like to […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
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Crystal Corporate Center
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431