Changing Lanes: “Balanced” Portfolios
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane …
Bonita Springs/Palm Beach Gardens/Stuart 877.604.6322
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane …
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut …
Of the cornerstone investor concepts, there is one that is more decisive than all others in delivering a superior investment outcome. We think …
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida, …
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas …
Just when it started to feel like the crises of 2020 and 2021 were starting to fade, 2022 had other plans for us. …
We either are or are not currently in the thirteenth recession in the modern era since the Great Depression. Even though we have …
WHAT IF MY HOME IS DAMAGED AND I DON’T HAVE INSURANCE? The Federal Emergency Management Agency (FEMA) provides assistance to those whose homes …
Victims of Hurricane Ian that began September 23 in Florida now have until February 15, 2023, to file various individual and business tax …
IRS announces tax relief for victims of Hurricane Ian in Florida Read More »
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