The world of investing has its own vocabulary. Alpha. Beta. Standard deviation. Duration. Alternative investments. Tax-loss harvesting. Required minimum distributions. For financial professionals, these terms may be part of everyday conversation. For many investors,...
For many services, choosing someone nearby makes perfect sense. You probably want your dentist, mechanic, or veterinarian close to home. But should your financial advisor be selected the same way? For many investors, the answer is no. The Way We Work With...
For many people, retirement is something they've spent decades preparing for. They've contributed to workplace retirement plans, built investment portfolios, and worked toward the day they could finally step away from a regular paycheck. Ironically, that's when many...
The largest generational wealth transfer in U.S. history is already underway, and it’s something families across the country need to plan for in advance. Many beneficiaries inherit both financial assets and a long-standing relationship with their parents’ financial...
When working with a financial advisor, most clients don't expect every request to be completed immediately. Some tasks naturally take time. Account transfers, beneficiary changes, required paperwork, and coordination with custodians or third parties can all involve...
Fine art can hold significant financial and sentimental value to families in the St. Petersburg area. If you have a collection of valuable artwork in your home, it should be considered alongside other assets in a comprehensive financial plan. For collectors in St....
One of the most important conversations an investor can have with a financial advisor is about financial advisor fees. Surprisingly, it's also one of the conversations that doesn't always happen in enough detail. Many investors know they pay for investment management....
Finding out that your financial advisor is retiring can feel unsettling, especially if you are a high net worth family or you have worked together for many years and trust them with your financial plans. The retirement of a trusted advisor is a natural time to...
Women often face unique financial challenges that can affect retirement security. With many considerations to keep in mind, including longer life expectancy, caregiving responsibilities, career interruptions, and lower lifetime earnings, women need to start planning...
There is a common misconception that wealthy individuals no longer need financial advisors once their wealth and portfolios have grown to a certain level. With greater wealth, there is often more financial complexity, so it’s still critical that you turn to a...
So here's something I've been thinking about a lot lately. Most people, when they think about what their investments cost, think about one number. The advisory fee. You know the one. It's the percentage your advisor charges, it shows up on your statement, somebody...
Losing a spouse is incredibly difficult for anyone to go through, and financial decisions during this time can feel very overwhelming. For anyone in St. Petersburg who has recently lost a spouse, having a simple plan in place can help bring clarity during an emotional...