News, Commentary & Events

What will the market do now?

With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question, “What will the market do now?”  It is an intriguing question, but for true investors, it is not a question that requires an accurate answer. What will the market do…

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Making sense of the new tax laws

  Making Sense of the New Tax Laws That’s right “laws.” Plural. A bill was passed last fall (and largely overlooked in the media) which was written specifically to help anyone in areas affected by hurricanes Harvey, Maria or Irma. If you pay to repair damage from those storms by the end of 2018, tell…

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Pros and cons of 529 college savings plans

  Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common goals of families we serve. There are several ways to fund this effort, but one of the most popular is a Section 529 College Savings Plan. 529 plans are named…

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How can I do tax planning when the tax code is about to change?

With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax planning when the tax code is about to change?” You might also enjoy these tax related posts for year-end planning: Year-end financial planning An outline of the basic strategy mentioned in the video above. Should you donate shares or cash? For the…

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What to do about the Equifax data breach and Irma-related tax relief

What to do about the Equifax data breach  While many of us were dealing with hurricane Irma, Equifax had its own disaster affecting 143 million Americans. Equifax is one of four credit reporting agencies which collect and report information about your bill payment history, current debt, known addresses and other financial information. Apparently, hackers accessed…

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We have a job opening in our Orlando office

Client Service Manager/Receptionist • Provide customer service support and serve as a point of contact for wealth management clients of a financial planning firm. • Process and oversee all aspects of client relationship: opening accounts, account maintenance, requests for funds, and account transfers/rollovers and maintain client contact database. • Direct incoming phone calls and greet/assist…

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