The Florida-based wealth management team puts education above all else to ensure individual strategies are given to each client

With a Dow average around 25,000 it would be easy for investors to be relaxed about their invest¬ments. Yet working with an advisor to understand nuances and goals can help through times

Planning goes well beyond portfolios and taps into client goals. Under the Trump administration, the first new tax bill in a generation has passed, and the stock market is on a tear.

A Holistic and Comprehensive Approach. For John Caserta, the managing director of Caserta & de Jongh, LLC, based in Cheshire, Connecticut, financial planning must involve people sitting

A recent survey from Mercer Consulting called “Inside Employees’ Minds: Women and Wealth,” showed that men and women see financial issues differently. While 62 percent of men feel

Behavior more telling than financial Literacy. An educated client is the best client. That’s according to Philip Smelser, a financial advisor and president of Financial Education and Achievement.

In a recent essay for “Time Magazine” penned by billionaire Warren Buffet entitled, “The Optimists,” he states: “In the years of growth that certainly lie ahead, I have no doubt that America can

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