There is usually a question or two about whether or now you are a fiduciary? But this is getting some kind of electric traction as if all the sudden there is a lightning difference in the financial services industry between those who are and those who are not. So, Y E S, as a Certified […]
We love putting plans together for our client’s children or grandchildren. But, as you may have read in my book, we are not fans of the market based, but tax-advantaged 529 plan. But why? The best way to explain it is to give you an example that you would never want to follow yourself. So, […]
When I was in law school at the University of Florida, I was the Secretary of the Florida Chapter of the Federalist Society, which really believes in controlling the power of centralized government. I listened to The Wilkow Majority every single afternoon I didn’t have class between 1 and 3 pm.
Only 1 in 10 business owners know what they business is worth and even fewer have ever had any kind of technical evaluation. As business owners often consider their business their retirement, doesn’t it make sense to know what that ‘retirement’ value is? We love helping our business owner clients get a 90% accurate estimated […]
Warren Buffet infamously has just two rules for successful investing. Rule #1, as it is called, is simply to ‘Never Lose Money’ and Rule #2, as it is called, is…’To Never Forget Rule #1.” That’s it – that is the sum of Warren Buffet’s advice, well his rules anyway. But in February of 2017, he […]