icon_investmentCreating and managing an investment portfolio is challenging. Not only do you need in-depth understanding of investment principles and market conditions, you need time to monitor your investments and reposition your portfolio as needed. We can help.

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Trusted Insights

Florida Increases the Age for Minor Accounts

During the past legislative session, Florida’s lawmakers granted additional powers and options under the Uniform […]

October 2015 Market Pulse Investment Commentary

The US Economy continues to be the workhorse of the world, though its speed has […]

IRS Confirms 2016 Tax Limits

The Internal Revenue Service has announced the annual inflation adjustments for a number of  tax […]

2016 Key Tax Number Projections

While the official numbers have not yet been published by the Internal Revenue Service, key […]

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