301 Yamato Road Suite 3150, Boca Raton, FL 33431
561.210.7887
Client Center
Contact
Location
Phone
Login
Contact
View Menu
About
What to Expect
Fiduciary Financial Advisor FAQs
Our Philosophy
Our Values
Charles Schwab Advisor Partner
Fidelity Advisor Partner
Certified Financial Planner
Registered Investment Advisor
Financial Planner Guide
Financial Planning
Retirement Planner
Estate Planning
Retirement Calculator
Life Insurance & Long Term Care
How to Select Life Insurance
Annuity Resources & Rates
Asset Management
Service Process
Portfolio Management
Investment Management
Investing Webinars
Risk Tolerance Assessment
Advisor Philosophy
Behavioral Finance
Life Events
401K Rollover Center
Executive Benefits
Women & Wealth
Doctor Wealth Management & Planning
Divorce Planning
Domestic Partnership/LGBTQ+ Planning
College Planning
Inheritances and Settlements
Social Security Planning
Professional Athlete Wealth
Business Center
Business Exit Planning
Worksite Solutions
Employee Benefits
Employee Transition
News
Events
Videos
Blog
Mastering Your Wealth
Get Started
Blog
Gain a Wealth of Insight®
FILTER BY TOPIC
Behavioral Finance
Budgeting
Financial Wellness
Investing
Market Outlook
Personal Finance
Retirement
Taxes
Riding the Trump Trade: Sector Standouts and Market Valuations
November 16, 2024
Trump vs. Harris: Election-Proof Your Portfolio
October 30, 2024
Israel Iran Conflict: How Markets React to War
October 20, 2024
Crude Realities: Oil Prices and War
October 12, 2024
Fed Rate Cut Roulette When the Economy is Strong
September 23, 2024
Three Investor Lessons –Back to School
September 14, 2024
Corporate Earnings May Drive Powell’s Hole in One
August 31, 2024
Recession Obsession and Behavioral Finance
August 22, 2024
Black Monday Deja Vu -Massive Stock Swings
August 11, 2024
The Great Bond Rotation- 7 Bond Benefits
August 4, 2024
Retirement Investing Challenges- the Road Ahead
July 27, 2024
The Great Stock Rotation – A Breadth of Fresh Air
July 20, 2024
Mid-Year Outlook and Fed Policy- The Waiting is the Hardest Part
July 13, 2024
Trump vs Biden Brawl: Stock Sectors to Tax Effects
June 29, 2024
Bond Investing- Recipe for Portfolio Success
June 22, 2024
Evolution to Generative AI: Deep Blue to the Terminator
June 15, 2024
June Strength not June Swoon
June 1, 2024
The Psychological Boost of Dow 40,000 on Investors
May 25, 2024
Consumer Spending Drives Stocks
May 18, 2024
Don’t Sell in May and Cash out
May 11, 2024
Oil Prices and the Fed Fighting Inflation
May 4, 2024
Impact of War on Wall Street and the Economy
April 26, 2024
Navigating a Hawkish Fed, Pesky Inflation and Market Volatility
April 19, 2024
No Acrophobia for Retirement Investors From Market Highs
March 30, 2024
Don’t Push Your Luck: Tech, Gold to Bitcoin
March 16, 2024
Presidential Elections 2024: Where to Invest & Market Impacts
March 9, 2024
Stay Balanced Through the Ai Bull Market Valuations
March 2, 2024
Retail Sales Driving Economy Through AI Revolution
February 24, 2024
Volatility Tax – Navigating Market Turbulence
February 17, 2024
S&P 500 Passes 5000 – Headlines vs Reality
February 10, 2024
Acrophobia -Investing Through All Time Highs
February 2, 2024
Bitcoin ETFs: No Go to FOMO
January 26, 2024
2024 Market Outlook – Soft Landing Perspectives
January 19, 2024
5 Market Insights to Help Drive Your Portfolio Through 2024
January 6, 2024
Looking Back: Top Five Investment Lessons Learned this Year
December 30, 2023
Mr. Bond is Back! TARA vs TINA
December 17, 2023
Seasonal Market Indicators Like Santa Don’t Always Deliver
December 9, 2023
Goldilocks Soft Landing Possible By Powell
December 1, 2023
3 Investor Opponents Through Corrections and Crashes
November 25, 2023
The Psychology of Investing Through Headlines
November 18, 2023
Generative AI Boosting the Magnificent Seven
November 10, 2023
Consumers Driving GDP Through Market Volatility
November 2, 2023
Halloween Indicator Spooked by Israel Hamas War and US Debt
October 20, 2023
How the Israel Hamas War Impacts Investors
October 13, 2023
October Effect- Outlook for Q4
October 6, 2023
Higher for Longer – Fed Impact to Investors
September 29, 2023
Crude Oil Prices Driving Inflation and Politics
September 15, 2023
Cash is King While Stocks Rule for Retirement Investors
September 9, 2023
The Waiting is the Hardest Part Amid Economic Headwinds
August 26, 2023
Brace for Bond Market Turbulence
August 18, 2023
Consumers Driving Inflation and the Economy
August 12, 2023
Fitch Credit Downgrade Warning Shot
August 5, 2023
The 4% Rule for Retirement Income Revisited
July 28, 2023
Saving for College and Retirement -How to Prioritize
July 28, 2023
AI and ChatGPT Transforming Portfolios to Productivity
July 1, 2023
Don’t Run with the Bulls Just Yet
June 23, 2023
The Power of Financial Advisor Partnerships: Elevating Your Path to Financial Success
June 21, 2023
Don’t Get Blindsided by Gold
June 9, 2023
Navigating Life’s Major Financial Transitions: Tips and Strategies
May 31, 2023
Real Estate Slowdown Impacts
May 20, 2023
Why You Need a Financial Advisor: Tips for Finding the Right One
May 15, 2023
Debt Ceiling Political Theater
May 13, 2023
Bitcoin, Gold & the Dollar Through Turbulence
May 5, 2023
Recession Headlines vs Reality
April 21, 2023
Why you should think about hiring a financial advisor
April 17, 2023
Navigating Portfolios Through Unchartered Waters
April 8, 2023
Bear Market Diminishing Despite Bank Crisis, Fed Hikes
March 31, 2023
Bank Crisis May Pause Fed Rate Hikes
March 17, 2023
Groundhog Day and Inflation Déjà vu
March 3, 2023
Three Fed Landing Scenarios
February 24, 2023
Animal Spirits and Acrophobia
February 17, 2023
Reading Corporate Earnings Tea Leaves
February 10, 2023
White Collar Tech Recession
February 3, 2023
US Debt Ceiling and Black Swan Events
January 27, 2023
60/40 Portfolio – Dead or Alive?
January 21, 2023
Y2K vs Today: Investing Trends for 2023
January 6, 2023
Top 30 Financial Hacks -2023 New Year’s Resolutions
December 30, 2022
Don’t Count on a Santa Claus Rally
December 23, 2022
Long Term Odds are in Your Favor When Globally Diversified
December 9, 2022
Housing Recession is not a Big Short
December 2, 2022
Crypto FTX Contagion to Tech Transformations
November 19, 2022
5 Factors for Investors to be Thankful For
November 11, 2022
Art & Science of Investing Through Fed Rate Hikes
November 4, 2022
Dead Cat Bounce May Not Emerge from Earnings
October 28, 2022
Don’t Get Spooked by the Fed Fighting Inflation
October 22, 2022
Bear Down Through Midterms and Rate Hikes
October 14, 2022
Midterms and Bear Market Killers
October 7, 2022
Don’t Run Out of the Store When Stocks are on Sale
September 30, 2022
Buckle Down Through Fed Rate Hikes
September 23, 2022
Bob and Weave Through Market Volatility & Inflation
September 16, 2022
Inverted Yield Curve- Don’t Fight The Fed Fighting Inflation
September 2, 2022
Recipe for Global Portfolio Diversification
August 26, 2022
Three Inflation Outcomes
August 18, 2022
Gov Spending Propels Debt Clock Time Machine
August 12, 2022
Deciphering Market Signals Through a Technical Recession
August 5, 2022
Fed and Strong Dollar Fighting Inflation
July 29, 2022
Shark Week, Selfies and Corporate Earnings
July 22, 2022
Factors Promoting Market Recovery and Homeostasis
July 15, 2022
Investing Through Bear Markets: Mid-Year Outlook
July 8, 2022
Elevated Oil Prices Drive Stocks Down
July 1, 2022
Teach an Old Dog New Tricks with the 60/40 Portfolio
June 24, 2022
How to Position for a Bear Market Attack
June 17, 2022
Build Your Ark Before a Great Recession Arrives
June 10, 2022
The Bear Market Red Zone
May 27, 2022
Dot-Com Tech Crash PTSD- While the Fed Fights Inflation
May 20, 2022
4 Biggest Investor Adversaries on Wall Street
May 13, 2022
Fed Intervention While Consumers Party Like its 2019
May 6, 2022
Diversify in May and Stay
April 29, 2022
Key Component for Investing Success Through Market Volatility
April 22, 2022
Be Mindful of Cash & Portfolio Ingredients as Inflation Soars
April 15, 2022
Inverted Yield Curves, Rolexes, Ties & Unusual Economic Indicators
April 8, 2022
Diamond Hands When Investing Through Stock Market Volatility
April 1, 2022
Fed Shifting Interest Rate Gears
March 25, 2022
US Dollar Making a Comeback against Inflation
March 18, 2022
There’s No Free Lunch When Investing through War & Inflation
March 11, 2022
Soaring Oil Prices Fueled by War
March 4, 2022
How to Invest Through the Russia-Ukraine War
February 25, 2022
Financial Shocks and Inflation Through Retirement
February 18, 2022
Black Swans and the $30 Trillion National Debt
February 11, 2022
Keep Calm and Invest On Through Record GDP
February 4, 2022
Quants and Humans Elevate Market Volatility
January 28, 2022
Don’t Let These Dangerous Words Drive Your Investments
January 21, 2022
Investing Through Acrophobia, Hawks and Inflation
January 14, 2022
Calibrate Your Financial Vitals While Charting in the New Year
January 6, 2022
Santa Clause Delivering Higher Inflation, Rates & Volatility
December 17, 2021
Will Cryptocurrencies Be Transformational?
December 10, 2021
Keep Calm and Invest on Through Omicron
December 3, 2021
Investing Through The Great Resignation
November 19, 2021
Investors Brace for Fed Tapering
November 12, 2021
Art & Science of Investing Through the Pandemic
November 5, 2021
Halloween Indicator Optimism with Inflation Brewing
October 29, 2021
Mind your Brain as the Bull Market Advances
October 22, 2021
Is There an Oil Crisis Evolving?
October 15, 2021
Top 5 Investor Concerns: Don’t Get Spooked!
October 8, 2021
Government Shutdown and Debt Ceiling Dilemmas
October 1, 2021
Sell-Off Strategy amid China Real Estate Debacle
September 24, 2021
Will Biden’s Tax Hike Proposals Derail Stocks?
September 17, 2021
Perseverance in Boxing and Investing
September 3, 2021
Taper Tantrum Headlines Drive Investor Concerns
August 27, 2021
Will Afghanistan Turmoil Affect Wall Street?
August 19, 2021
Flying Through Economic Recovery
August 6, 2021
Valuation Signals
July 30, 2021
Brace Your Brain and Portfolio for Market Volatility
July 23, 2021
Red Hot Real Estate
July 16, 2021
Keep the Pedal to the Metal Through Market Heights
July 9, 2021
Mid-Year Market Outlook – Top 5 Issues
July 2, 2021
Shark Week, Selfies and Stocks- Don’t’ Get Bitten!
June 25, 2021
Market Heights Worry and Excite Investors
June 18, 2021
Fed Taper Tantrum Headlines Drive Volatility Concerns
June 11, 2021
Decoding Your Risk Tolerance
June 4, 2021
3 Methods to Manage Market Uncertainty
May 28, 2021
Inflation is not Returning to the ‘80’s
May 21, 2021
4 Rules to Investing Through a Racing Recovery
May 14, 2021
Don’t Sell in May and Run Away
May 7, 2021
Should you Bet Against Real Estate?
April 30, 2021
R.I.P. 60/40? Balanced Portfolios are Alive and Well
April 23, 2021
“Mise en Place” Is a Must in Your Kitchen & Portfolio
April 16, 2021
19 Investing Observations Through the COVID-19 Recovery
April 9, 2021
Calibrate Your Investment Vitals
April 2, 2021
Investing Through The Ides of March
March 26, 2021
Stimulus Package Helps Fuel Bull Market to Its First Birthday
March 19, 2021
What are the Odds? Diamond Hands Lead the Way
March 12, 2021
Interest Rates are Shifting Gears and Heating Up
March 5, 2021
Oil Price Volatility from the Pump to your Portfolio
February 26, 2021
Investor Edge: Wall Street vs Casinos
February 19, 2021
Black Swans and the Balancing Act of 2021 Recovery
February 12, 2021
Stay the Course Amid Reddit Trading Frenzies
February 5, 2021
Will Interest Rates Disrupt 2021?
January 29, 2021
Acrophobia and Stock Market Bubbles
January 22, 2021
Should Bitcoin be Part of Your Portfolio? The Billion Dollar Ride
January 15, 2021
Calibrate Your Financial Vitals – 2021 Market Insights
January 9, 2021
Top 45 Financial Hacks for Your 2021 New Year’s Resolutions
December 30, 2020
Santa Clause Rally Driven by COVID Vaccine Rollouts
December 18, 2020
3 Lessons Learned by Investors in 2020
December 11, 2020
This Time is Different? 3 Reasons to be Thankful
November 26, 2020
Buckle Down While Investing Through Rising COVID19 Cases
November 20, 2020
Staying Ahead of Robot Investing Disruption
November 13, 2020
It’s all in your Brain – As Economic Recovery Continues
November 5, 2020
Back in Black: 5 Election Season Charts
October 22, 2020
The Art & Science of Investing Through Two COVID19 Recoveries
October 15, 2020
“Time is on my side” -Five Valuable Words for Investors
September 25, 2020
How Do Presidential Elections Affect the Stock Market?
September 17, 2020
Framing is Bad for your Financial Health – It’s all in your Brain!
September 4, 2020
Disciplined Investors “Mind the Gap” Through COVID19
August 21, 2020
Staying Balanced Through Historic Economic Decline
August 14, 2020
Top Six Summer Quarantine Financial Maintenance Items
July 31, 2020
Different Dynamics Driving Stock Sectors
July 24, 2020
Tips to Attain Holistic Wellness in Retirement
July 17, 2020
Decoding Your Risk Tolerance- Investing for the Long Run
July 10, 2020
Mid-Year Economic Outlook
July 10, 2020
Top 10 Strategies to Achieve Financial Independence
July 3, 2020
The Gold Standard and Investing
July 2, 2020
Retail Fighting Back Against COVID-19 Hurdles
June 26, 2020
How COVID-19 CARES Act Is Affecting Retirement & Taxes
June 26, 2020
Fed Paving the Path to Economic Recovery
June 19, 2020
3 Factors Driving Stocks Through the COVID-19 Bear Market
June 5, 2020
Consumer Behavior as America Reopens
May 10, 2020
Don’t Sell Stocks in May and Run Away – Running into a Recession
May 3, 2020
The Oil Slick of Negative Prices & Rising Supply
April 25, 2020
Cats, Canaries and Vision Charts- The Shape of Economic Recovery
April 11, 2020
Cycling Through a Bear Market- Insights & Economics
April 2, 2020
Black Swans, Pandemics & Small Business
March 27, 2020
3 Rules to Survive a Bear Market Attack
March 21, 2020
The Bear Market has Arrived: Markets Reaction to Public Inoculation
March 14, 2020
Perform a Market Correction “Muster-Drill”
March 6, 2020
That Dog will Hunt: Why the Bull Market Trots Forward
February 14, 2020
Hazards of Headline News & Epidemics (Coronavirus)
January 31, 2020
Wars to Wall Street
January 9, 2020
2020 Vision- Market Outlook
January 3, 2020
Keep Calm and Invest On – Year in Review
December 20, 2019
Mind the Gap of Financial Headline News
December 13, 2019
Top 10 Holiday Gift Giving Tips. Maintain Your Financial Sanity
December 13, 2019
Retail may Rack Up a Christmas Rally for Santa Clause and Investors
December 5, 2019
Be Thankful for a Decade of Growth
November 27, 2019
Presidential Elections, Wall Street & Innovation
November 21, 2019
Why the Fed Shifts Interest Rate Gears
November 14, 2019
Will Three Times Be a Charm for the Markets?
November 8, 2019
The Gold Standard and Investing
October 30, 2019
Corporate Earnings Matter to the Bull Market
October 18, 2019
The Dollar & Yuan on Wall Street’s Roller Coaster
October 4, 2019
Top 8 Financial Steps to take before and after a Catastrophic Hurricane
August 29, 2019
Will the Bull Market Celebrate Its 11th Anniversary in 2020?
August 9, 2019
Cyber Hacks & Identity Theft -7 Preventative Steps to Take Now
August 2, 2019
Black Swans, Elephants and the $22 Trillion US Deficit
July 26, 2019
Don Quixote, Investing and Stock Market Valuations
July 19, 2019
Focus on Fundamentals, Not Headline News
July 12, 2019
Top 10 Strategies to Achieve Financial Independence
June 28, 2019
Bicycling Through the Longest Bull Market in History
June 20, 2019
Fed Shifting Interest Rates
June 13, 2019
Investing is a Marathon: Stay Focused as Trade Wars Escalate
June 7, 2019
Retirement Income: Good, Bad & the Ugly
May 24, 2019
These Gravitational Forces Are Keeping Interest Rates Down
May 16, 2019
Strongest Stock Market Start in Decades
May 2, 2019
Happy 10th Birthday to the Bull!
March 8, 2019
Top 10 Holiday Gift Giving Tips-Maintain Your Financial Sanity
November 30, 2018
The a.r.t. of Investing: Define Your Strategy
August 15, 2018
How To Pick A Quality ETF, Mutual Fund or Race Horse
May 4, 2018
Buy Stocks in May and Don’t Run Away
May 4, 2018
Top 7 Fall Money Maintenance Check List Items
November 1, 2017
Identity Theft – 5 Preventative Steps to Take Now
September 15, 2017
8 Steps to Prep for a Catastrophic Hurricane
September 4, 2017
Dow 20K and Beyond – Keep Your Brain in the Game
May 13, 2017
Buy Stocks in May and Stay? Investing Your Money
May 3, 2017
Top 40 Financial Hack for Your New Year’s Resolutions
January 1, 2017
Decoding Wall Street Headline News: Not a Trick or Treat
October 28, 2016
3 Critical Investing Mistakes: Don’t be Fooled!
April 13, 2016
5 Fall Money Maintenance Check List Items
October 1, 2015
Muster Drill: 3 Things to Do After A Stock Market Correction
September 4, 2015
Tech-Bubble Deja vu? Return to the NASDAQ 5K
May 12, 2015
Fed Rate Hikes and Your Home Mortgage Rates- Buckle Down
April 15, 2015
Back to the Future: How Today’s Economy Stacks up Against the 80’s.
January 12, 2015
Loading...
Subscribe to our weekly newsletter for exclusive content
Name
*
First
Last
Email Address
*
Name
This field is for validation purposes and should be left unchanged.
Experience the difference of working with an accredited advisor and experienced team.
Contact us
Register for an upcoming event or request us for a speaking engagement.
Learn More