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Tuesday, May 21, 2024

Understanding the Basics of Social Security and Medicare (2024) Navigating the complexities of Social Security and Medicare can often feel overwhelming, with various rules, eligibility criteria, and strategic considerations influencing...

Wednesday, May 15, 2024

The Uncertainty Ahead It's fair to start by acknowledging a universal truth in economic forecasting: no one really knows what is next. I certainly do not but I trust the economic experts as they weigh the past with the current data to...

Tuesday, May 7, 2024

Last week, I had the distinct pleasure of visiting our broker-dealer partner in Tampa, Florida. This visit was not just a routine check-in but proved to be a reflection on a pivotal decision made over two and a half years ago when we...

Friday, May 3, 2024

As the dust settles on another tax season, many find themselves reflecting on their financial landscapes and the looming tax implications of their investment strategies. Particularly for those managing non-qualified investment accounts...

Tuesday, April 23, 2024

As I drive into work on a cool, overcast early spring day, my thoughts wander to the concept of balance. The idea of balance—be it work-life balance or professional equilibrium—has long occupied my mind, and today it seems to be at the...

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Wednesday, April 10, 2024

In the dynamic landscape of non-profit organizations, the role of volunteer board members is both vital and challenging. Unlike paid employees, volunteers are driven by passion, belief in the cause, or a desire to give back, rather...

Friday, March 29, 2024

As we step into another election year, we are faced with anticipation, controversy, and, inevitably, a fair share of apprehension. Political discussions, both at the dinner table and in boardrooms, veer towards the future, with an eye...

Tuesday, March 19, 2024

It’s the end of February in Orlando, Florida, and I just checked into my hotel for an annual conference. Over a thousand investment professionals have gathered to explore, once again, the investment landscape. The venue, a resort...

Thursday, February 29, 2024

In recent years, the traditional balanced investment strategy, commonly referred to as the 60/40 portfolio allocation—60% in stocks and 40% in bonds—has come under scrutiny. For decades, this approach served investors well,...

Wednesday, February 7, 2024

Mastering Communication in Today's World: The Role of Phone Calls, Conference Calls, and Virtual Meetings in Effective Collaboration  In today's fast-paced communication landscape, we're presented with several ways to connect....