chart illustrates the internal monologue a client could have when looking at the ups and downs of the market

Chart of the Day

Chart of the Day: Good Time to Buy

Today’s Chart of the Day from @MVMoneyVisuals on X, formerly known as Twitter, sums up many of the comments heard by advisors over the years. On a..

We’re Still Here: Why We’re Unifying

“For more than 90 years, we’ve served businesses and communities throughout Florida,” says Andy Tate, Chief Experience Director. “As we grow and..

Chart of the Day

Chart of the Day: Hindsight is Always 20/20

Today’s Chart of the Day is a reminder that investing in the “next big thing” can be fraught with risk, and, in this case, cannabis-related companies..

Young asian college aged man carrying a laundry basket full of supplies, moving into dorm, with a woman unloading a car.

How To Budget for College

Between 1980 and 2020, the price of college tuition increased by over 180%, according to Forbes Investor. In 2022 and 2023, the average cost of..

Managing your Wealth

How to Be Financially Responsible with Your Income Tax Return

Getting a tax return mailed or transferred directly into your account is exciting. And although it’s easy to let that excitement lead you to thinking..

1991 and 2002 recessions, 2008 Global Financial Crisis, 2009 European debt crisis and holding cash shown in shades of blue

Chart of the Day

Chart of the Day: Even Worst Timing is Better than Cash

Today’s Chart of the Day and commentary is from Invesco and shows three instances when cash balances were high — following the 1991 and 2002..

Orange bar chart shows the impact of timing the market. Investment totals range from nearly $65,000 to only about $4,000

Chart of the Day

Chart of the Day: Don't Sell When the Market is Down

Today’s Chart of the Day from Visual Capitalist shows the impact of missing just a few positive days over the last 20 years. If you've followed the..

Teaching Kids About Banking

Nearly 40% of parents are hesitant to talk with their kids about money, but home is one of the best places to teach financial planning. Showing kids..

Chart of the Day

Chart of the Day: Rent Inflation is Down

Today I have good news for renters.

Alt text: Chart shows that almost half of Americans have nothing saved

Chart of the Day

Chart of the Day: Retirement Fall Off

Today’s Chart of the Day shows how much families have saved for retirement. Roughly 50% have ZERO saved, and only 21% have over $100,000.

chart shows 2022 at 6.2, which is the highest on the chart

Chart of the Day

Chart of the Day: Join the Bond ETF Movement

Today’s Chart of the Day from BlackRock shows the increasing use of Bond Exchange Traded Funds (ETFs) in the US. Why? Many investors see them as more..

Chart of the Day

Chart of the Day: Inflation by the Decade/Paradigm Shift

Today’s Chart of the Day comes from Lance Lambert, @NewsLambert on Twitter, who works for Fortune Magazine. The chart shows total inflation by decade..

How to Become a Commercial Real Estate Broker

Commercial real estate brokers work with clients and lenders to purchase real estate for businesses. A broker is similar to an agent, except brokers..

How to Be Storm-Ready as a Small Business Owner

Storm season begins June 1 in Florida and extends to November 30th. You’ve probably practiced how to keep your home and your family protected, but..

Chart of the Day

Comment of the Day: Aretha Franklin's Will

I’m going to take a small detour from my typical Chart of the Day to tell a short story of Aretha Franklin’s will.

On Our Minds

List Grid

Chart of the Day

09/21/23

Chart of the Day: Good Time to Buy

Today’s Chart of the Day from @MVMoneyVisuals on X, formerly known as Twitter, sums up many of the comments heard by advisors over the years. On a long enough timeline, there has never been a bad time to own stocks for the long-run.

09/19/23

We’re Still Here: Why We’re Unifying

“For more than 90 years, we’ve served businesses and communities throughout Florida,” says Andy Tate, Chief Experience Director. “As we grow and expand, we’ve identified a need for a name that both supports our past as well as our future growth.”

Chart of the Day

09/19/23

Chart of the Day: Hindsight is Always 20/20

Today’s Chart of the Day is a reminder that investing in the “next big thing” can be fraught with risk, and, in this case, cannabis-related companies are the focus. My finance professor at the University of Florida, Dr. David Nye, always said, “Hindsight is always 20/20,” and in this case, this is very apparent.

09/15/23

How To Budget for College

Between 1980 and 2020, the price of college tuition increased by over 180%, according to Forbes Investor. In 2022 and 2023, the average cost of college tuition ranged from approximately $11,000 for public colleges to $40,000 for private ones. Needless to say, going to college requires some financial planning.

Managing your Wealth

09/15/23

How to Be Financially Responsible with Your Income Tax Return

Getting a tax return mailed or transferred directly into your account is exciting. And although it’s easy to let that excitement lead you to thinking about which fun items or trips you want to take, a tax return can put you in a better financial position for the future if used responsibly.

Chart of the Day

09/14/23

Chart of the Day: Even Worst Timing is Better than Cash

Today’s Chart of the Day and commentary is from Invesco and shows three instances when cash balances were high — following the 1991 and 2002 recessions, the 2008 Global Financial Crisis, and the 2009 European debt crisis — and calculates what $12,000 invested yearly in the stock market for 10 years would have been worth.

Chart of the Day

09/12/23

Chart of the Day: Don't Sell When the Market is Down

Today’s Chart of the Day from Visual Capitalist shows the impact of missing just a few positive days over the last 20 years. If you've followed the blog for a while, you already know that missing just a few days can be devastating to your account.

09/8/23

Teaching Kids About Banking

Nearly 40% of parents are hesitant to talk with their kids about money, but home is one of the best places to teach financial planning. Showing kids how to save, budget, spend, and invest can help set them up for success in the future. Here, we’ll give some suggestions on how to discuss money management with your kids, based on their age group.

Chart of the Day

09/7/23

Chart of the Day: Rent Inflation is Down

Today I have good news for renters.

Chart of the Day

08/23/23

Chart of the Day: Retirement Fall Off

Today’s Chart of the Day shows how much families have saved for retirement. Roughly 50% have ZERO saved, and only 21% have over $100,000.

Chart of the Day

08/22/23

Chart of the Day: Join the Bond ETF Movement

Today’s Chart of the Day from BlackRock shows the increasing use of Bond Exchange Traded Funds (ETFs) in the US. Why? Many investors see them as more liquid and they often cost less.

Chart of the Day

08/15/23

Chart of the Day: Inflation by the Decade/Paradigm Shift

Today’s Chart of the Day comes from Lance Lambert, @NewsLambert on Twitter, who works for Fortune Magazine. The chart shows total inflation by decade going back to the 1990s.

08/14/23

How to Become a Commercial Real Estate Broker

Commercial real estate brokers work with clients and lenders to purchase real estate for businesses. A broker is similar to an agent, except brokers can assist clients with loans. This requires a knowledge of Florida zoning and tax laws, property management, and loans available to real estate buyers.

08/11/23

How to Be Storm-Ready as a Small Business Owner

Storm season begins June 1 in Florida and extends to November 30th. You’ve probably practiced how to keep your home and your family protected, but what about your business?

Chart of the Day

08/10/23