Broker Check

927 Beville Road Suite 104 South Daytona, FL 32119

(877) 434-6243
Schedule a Conversation

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 

“An investment in knowledge pays the best interest.”
―Benjamin Franklin

Friday, December 4, 2020

MARKET SUMMARY Buckle up, the rally is on! Equity and, to a lesser extent, fixed income markets surged during November on a tandem of huge news items. First was the fact that the 2020 election resulted in a mixed government, and that...

Monday, October 12, 2020

I spent much of last year waking everyday only to be more tired than the day before. I would anticipate every weekend, hoping it would be the recharge I desperately needed. I tried being active; I tried being inactive. I tried long...

Monday, October 5, 2020

The stock market fell back to earth during the month of September. Months of endless gains left us overdue for a correction and gridlock in Washington over further stimulus seemed to provide the perfect catalyst. US indexes were down...

Tuesday, September 15, 2020

CEO’s are about the thrill of the deal, achieving something no other person has, the adventure, the vision! Terms like survival, and cost cutting are something they’re willing to tolerate, but only as a means to the next...

Tuesday, September 8, 2020

Stock indexes spent the month of August defying belief. The S&P 500 (7.2%) and NASDAQ Composite (9.7%) both climbed to intraday record highs on the final day of August trading. Those gains were mirrored by major indexes across the...

Show All

Tuesday, September 1, 2020

Keeping clients informed of new or expanded Federal tax programs is very important to us. We've identified a tax credit that your business immediately qualifies for. This program falls under the Worker's Opportunity Tax Credit (WOTC),...

Tuesday, August 25, 2020

Depending on your answer, you could be getting bad advice which puts more money in the IRS’s coffers (and leaves less in your pocket). Below is the crux of a typical tax preparer’s opinion regarding Engineering Based Cost...

Thursday, August 20, 2020

Cost Segregation on Older Buildings? It is impossible for me to calculate the number of calls I’ve had with building owners and CPAs on the subject of Cost Segregation. Working some numbers in my head (ok, on my calculator), the...

Sunday, May 3, 2020

Many people think the only thing wrong with the economy is the coronavirus lockdown and the social distancing rules that have shut businesses across the country. Of course, the lockdown has been devastating. But the economy was...

Friday, April 24, 2020

Respect the Time Horizon Anyone who has taken a risk tolerance or asset allocation questionnaire has answered a question regarding the time horizon for their investments. Taking time horizon into consideration allows us to have a...

Friday, February 14, 2020

How the SECURE Act Impacts Inherited IRAs Last week, we published an article summarizing many of the changes the SECURE Act brings to retirement plans. These include new rules regarding retirement plan contributions, distributions, the...

Friday, February 14, 2020

As we approach Valentine’s Day, millions of Americans will celebrate with special dinners, cards, flowers, chocolates, and “I love you’s.” Whether you’re a fan of Hallmark Holidays or not (I’m not),...

Monday, February 3, 2020

At the end of 2019, Congress passed the biggest bill affecting retirement accounts in more than a decade. (You may have been unaware of it since the news cycle has been filled with the impeachment drama!) Today, we summarize the SECURE...

Wednesday, October 25, 2017

The 401(k) is often considered the no-brainer, gold standard of retirement plans. But far from being a bedrock retirement plan, the 401(k) started as an experiment in 1981 and still has to prove itself. Those who decided to be a...