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Frank was quoted in the South Florida Business Journal

Frank was quoted in the South Florida Business Journal article "Wealth Management Smart Strategies: Business owners adjust to save retirement plans". To read the article, please click here....

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Frank weighs in at Miami's Art Basel

Frank weighs in at Miami's Art Basel. To read his remarks about using Art as an Investment please click here....

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"Are Index Funds on Track to Become Even Harder to Beat?"

"Are Index Funds on Track to Become Even Harder to Beat?" Our DFA funds have utilized most of these strategies for quite some time. To read more please click here....

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"A Dying Banker's Last Instructions"

The New York Times posted an interesting article. To read "A Dying Banker's Last Instructions" please click here....

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"Could the Government Shrink My 401(k) Retirement Account?"

Yahoo Finance posted an interested article titled "Could the Government Shrink My 401(k) Retirement Account?" To read the article, please click here....

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End of Year IRA Checklist

Ed Slot’s end of year IRA Checklist, to review it please click here....

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Frank Attends Fisher House Ribbon Cutting

Frank attended a ribbon cutting November 17 at Miami's new Fisher House, a home for families while our wounded Vets recover at the VA Hospital here. The campaign to build a Miami Fisher House was conceived and directed by former Investor Solutions Director of Marketing and retired US Army Colonel Lettie Bien during her tenure here. We co...

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Jason was quoted in the Sun Sentinel article "Your Money Q&A"

Jason was quoted in the Sun Sentinel article "Your Money Q&A: What's an ETF and why am I hearing so much about them?". To read the article, please click here....

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An Investment for the Experienced

DEPENDING on whom you talk to, structured products are either clever ways of hedging specific portfolio risks or another demon from Wall Street. To read the article in The New York Times, please click here....

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Fixed Income Risk in Your Portfolio

Here’s a great article on Fixed Income Risk in Your Portfolio. In today’s low interest rate environment, it’s not always smart to stretch for yield. To read the article, please click here....

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