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Tax Planning: Not Just for Year-End

For most people, complaining about taxes is a year-round pastime. Yet, planning for taxes tends to occur during the hectic last few days of December and again just before tax day of the following year. Winston Churchill famously said that “There is no such thing as a good tax,” however, there is such a thing ... Read More

Investing with the Modern Prometheus

Be Cybersecure: How to Protect Your Financial Data from Hackers

What is Asset Allocation?

The Importance of Global Investing

Understanding Volatility

Catchphrase Investing

The Tao of Wealth Management

Investing is Always a Risk; Invest Anyway

Financial Decluttering Pays Many Dividends

Charitable Giving and the Donor-Advised Fund

You, Your Finances, and the Federal Reserve

Maintaining Balance

The Almighty Dollar

Being There

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