Blog

Category: Miscellaneous

  • shipping containers - tariffs

    Navigating Market Volatility: Why Long-Term Investing Still Works
    In recent months, financial headlines have been dominated by news of new tariffs and the resulting market volatility. For many investors, it’s easy to feel unsettled…
  • wood house and coins

    Pro Tips for Selling Your Investment Properties
    Guest Post by: Advantage Realty Inc. When they first buy their investment property, most investors know they will eventually have to sell the asset. This is…
  • amazon storefront

    New Amazon Prime Credit Card!
    As I have been meeting with clients lately, I have continuously brought up the Amazon Prime Credit Card that I recently signed up for. I feel…
  • wellington

    Wellington History – A Wealth Management firm in Wellington Florida
    Wellington was once all swampland. Things got started in the 1950s when Charles Oliver Wellington, a successful accountant from Massachusetts who graduated from Harvard acquired 18,000…
  • hurricane

    Hurricane Preparedness
    The majority of our clients live in South Florida and so hurricane preparedness is a necessity. Hurricane encounters are inevitable and you want to be ready…

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