Nov 12, 2018 | Investments, News, Tips, Uncategorized, Wealth Management
The U.S. Stock Market Correction Could Worsen Smartest game plan: review the stock weightings in your portfolio Election uncertainty, trade wars, and rising interest rates made for a recipe of investor concerns in October. After falling for 21 out of 27...
Oct 16, 2017 | Accounting, News
Alicia James, CPA Alicia moved to Lakeland to get her degree at Florida Southern College. After graduating, she decided to call Lakeland home. She spent over 10 years working for a national CPA firm in their tax practice where she gained exposure to companies...
Jul 15, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
Via GetRichSlowly 5 Ways to Keep Your Financial Information Safer from Hackers by Lisa Aberle Hey, do you mind if I try to guess one of your passwords? No? Okay, how about “123456″ or “password”? Maybe “Max123″ or “Bella2011″? Although I hope no readers are using any...
Jul 2, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
How to Build an Emergency Fund (and Why You Need One) by Kristin Wong via TwoCents You’ve probably heard of an emergency fund. It’s a small cushion of savings to help you stay afloat in case of a financial crisis. For some emergencies, it also helps to...
May 8, 2015 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
We’d like to share with you a bond market update from one of our bond managers, Tom Dalpiaz, at Granite Springs Asset Management LLC. Please feel free to contact us if you have any questions! April Municipal Bond Review Time to Dip Your Toe in the Ocean...