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The Almighty Dollar

We Americans are uniquely proud of our beloved US dollar.  The relative stability of the dollar, its use as the preferred medium of exchange worldwide, and its recognition as a symbol of global capitalism have made it a source of esteem for US citizens.  It therefore might seem counter-intuitive that President Trump wants the value ... Read More

Being There

Investors Behaving Badly

The Wisdom of Crowds

Dividends: A Strange Love Affair

An Overview of Indexing

Timing the Market versus Time in the Market

The Power of Markets

Bonds Have More Fun

Prediction Season

Keeping It Simple

Second-Hand News

Retirement: Goodbye Tension, Hello Pension

Survivorship Bias and Other Tricks of the Trade

How I Learned to Stop Worrying and Love the Black Swan

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

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6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

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Landscape photography by Joseph C. Filer

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  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos