Where There is a Will...
Estate Planning IS UPDATING YOUR WILL PART OF YOUR 2019 FINANCIAL PLAN? HERE'S WHAT YOU NEED TO KNOW. With the start of every year come...
Look Homeward, Investor
WHEN IT COMES TO WEALTH MANAGEMENT, USING LOCAL ADVISORS IS BEST In the realm of finance, there is a well-known book about investing...
The Charitable Bequeathal
WANT TO LEAVE MONEY TO A CHARITABLE ORGANIZATION? HERE'S HOW TO DO IT WISELY There is a strong sense of pride in the Coral Gables...
Putting a Heart in the Arts
GET READY FOR A WORLD-CLASS MUSICAL THAT HITS HOME Coral Gables has always been the cultural epicenter of Greater Miami – with a plethora...
Interested in Investing Abroad?
CHOOSE CAREFULLY WHEN DIVERSIFYING YOUR PORTFOLIO A constant dilemma in the world of wealth management is whether it’s wise to stick with...
Meet Florida Poly
NEARLY 900 PEOPLE ARE MOVING INTO FLORIDA EACH DAY, WHICH REQUIRES US TO THINK BOTH STRATEGICALLY AND DISRUPTIVELY WHEN IT COMES TO...
The Importance of Financial Planning for Hurricane Season
HOW TO AVOID A CATEGORY FIVE FINANCIAL CRISIS WHEN A STORM HITS With hurricane season upon us and the aftermath of Hurricane Irma on the...
A Toast to Hard Work and Stone Cold Success
AS OUR ENTREPRENEURS AND START-UP VISIONARIES CREATE NEW ENTERPRISES, IT'S IMPORTANT TO REMEMBER THAT THE OLD-FASHIONED VIRTUES OF HARD...
Where Everyone Knows Your Name
EVEN IN OUR VIRTUAL WORLD, THERE IS SOMETHING ABOUT HAVING A LOCAL BANK Coral Gables, aka the City Beautiful, aka the Beverly Hills of...
The 2018 Tax Reform Bill: What You Need to Know, Part II
ON DECEMBER 22, 2017, PRESIDENT TRUMP SIGNED INTO LAW THE FIRST SIGNIFICANT REFORM OF THE U.S. TAX CODE SINCE RONALD REAGAN WAS IN...
