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Lump-Sum Investing vs. Dollar-Cost Averaging

Suppose you have an extra $120,000 and you have decided to invest it in the stock market. It is always nice to have investable cash on hand, but you also might feel as if the pressure is on. Nobody enjoys seeing the market take a dive shortly after they jump in. Unfortunately, we never know ... Read More

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

Déjà Vu All Over Again

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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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  • Call Heritage
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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