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Midterm Elections: What Do They Mean for Markets?

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and ... Read More

Social Security and Your Spouse

Social Security and Retirement Earnings

Are We in a Recession?

What the Dalai Lama Can Teach Us about Investing

Thinking About Paying Off Your Child’s Student Loans? 5 Things to Consider

Roth Conversions: What You Need to Know

What Drives Investment Returns? Start with Ingenuity.

How to Back Up Your Financial Documents

Chasing High-Flying Stocks Risks Meme Reversion

A Bonding Experience

So What’s Your Plan for the Bear Market?

How to Invest in Your Health in 2022

Why Everyone Needs an Inheritance Strategy

Why More Americans Are Retiring Now Than Ever

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Pompano Beach, FL 33062
(954) 785-5400

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(813) 258-1759

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(800) 684-9139

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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