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Ignoring the Bumps

The US stock market had two declines this year that startled many investors. One was just over a month ago, when stocks fell about 8.5% from July 17 through August 5. I had actually forgotten about the other one back in April, when stocks dropped 5.7% from April 1 through April 19.1 Maybe I’m wired to ... Read More

Which Financial Documents Should You Back Up?

You Know More about Investing than You Think You Do

Opportunities and Risks in Equity Compensation

Markets and Presidential Elections

You Deserve More Than Zero

How to Freeze Your Credit Report

First Save, Then Invest

3 Common Investing Mistakes

Let the Compounding Commence!

Uncertainty Is Underrated

5 Common Emotional Roadblocks That Could Halt a Successful Estate Plan

What I See When I Watch Basketball

An Article about Writing Articles

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

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Pompano Beach

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Pompano Beach, FL 33062
(954) 785-5400

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Tampa, FL 33606
(813) 258-1759

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Suite 400
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(800) 684-9139

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