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Navigating through the Noise

Noise is everywhere.   The mainstream media bombards you with sensationalistic news that flits from disaster to catastrophe with the grace of a ballerina.  Financial news stations are constantly inundating you with buy and sell recommendations from experts who are hoping to gain an edge on the market.   Your neighbors, your in-laws and your co-workers all ... Read More

Twenty Years of Capitalism

Activity Bias

Investing with Overconfidence

The Psychology of Investing

Investment Thoughts for the New Year

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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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  • About Us
    • Who We Are
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    • Wealth Management Process
    • Investment Philosophy
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  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
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