Resources

Question: When is it Time to Change Financial Advisors?

In Our Opinion: Our firm hears this all the time: “We should’ve come to you sooner.” Procrastination will not fix the problems with your portfolio. Sitting on investments that aren’t working WILL NOT fix the problem. Not doing proper daily...

Investment & Economic Strategy Update — January 13, 2022

In Our Opinion: Overall, 2021 was another great year for our clients. US economy will continue to grow in 2022 even if the Fed raises rates. Don’t expect the same level of returns this year. Volatility is normal and be prepared for a 10-12% correction. Emotional...

Investment & Economic Strategy Update — December 6, 2021

In Our Opinion: US economy is still going strong with a lot of upside momentum. Our firm continues to do daily research and make portfolio adjustments as needed. Inflation is a little hot right now but only some of it will not be transitory and the economy will...

Question: Will Inflation and Higher Taxes Push us into a Recession?

In Our Opinion: COVID isn’t going away and there are already 30 variants of the virus. We just have to learn to live with it and move forward. Having a strategy and investing when the right opportunity arises is key. Our firm is fully invested in the right key...

Question: Are there “Special” Trusts that protect assets?

In Our Opinion: Don’t be fooled by law firms trying to sell you on a “Special” Trust. Remember: hiding assets to avoid paying for someone going into a nursing home is ILLEGAL. Florida statutes don’t allow irrevocable trusts for trustees You...

Investment & Economic Strategy Update — November 4, 2021

In Our Opinion: US job market is doing well despite some slowdown in new jobs. ¬†Generally speaking, economy & GDP look good. US has the opportunity to end 2021 on a positive note. So far, the next 3-5 years look good for the US market Biden admin’s massive...

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We work with investors who have $1,000,000 of investment assets and greater. 
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