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Are You a Pessimist or Just Worried?

In 1989, Billy Joel wrote the song “We Didn’t Start the Fire”: “Wheel of Fortune, Sally Ride, heavy metal suicide, Foreign debts, homeless vets, AIDS, crack, Bernie Goetz, Hypodermics on the shore, China’s under martial law, Rock and roller, cola wars, I can’t take it anymore.” If you are around 50 years old, you can ... Read More

Lump-Sum Investing vs. Dollar-Cost Averaging

2020 – Another Rough Year in the Prediction Business

Watching the Watchman

Why “Safe Harbors” Can Be Risky Business

Your Philanthropic Legacy

Your Brain During a Stock Market Crisis

Sailing with the Tides

The Difficulty of Assessing Risk

On the Campaign Trail

A Question of Equilibrium

Career Day

When Is It Time to Retire?

Fishing for Happiness

‘Tis the Season for Optimism

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Pompano Beach

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

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