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Hurricane season is unpredictable. Your finances shouldn’t be. A Home Equity Line of Credit (HELOC) gives you access to funds when you need them most.

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IRAs

Individual Retirement Accounts (IRAs) are probably the most widely recognized tax-advantaged plans.

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On Our Minds

investment in the market is shown in blue and cash is shown in red

Chart of the Day: Not Risking is the Highest Risk

May 15, 2025

Today’s Chart of the Day from @petermallouk on X and shows the value of a dollar invested in the S&P 500 vs. sitting in cash for the last 30 years.

aerial view of house with hurricane damage - blue tarps and missing shingles on roof and tree blown down onto fence.

Home Equity Line of Credit: An Unexpected Safety Net for Storm Season

May 14, 2025

Hurricane season in Southwest and Central Florida can be unpredictable and we’ve certainly had our share of storms recently. The sight of snapped off...

chart dated from 1960 to 2020 with market peaks in green and lows in red

Chart of the Day: Corrections are Loud, Recoveries are Quiet

May 13, 2025

Today’s Chart of the Day is provided by my colleague and fellow Portfolio Manager Angie Parsons. The chart, prepared by YCharts, shows the “Bull...