Category Archives for "Blog"

October Ecom Report 2018

In this month’s recap: another correction hits Wall Street, housing indicators raise questions, but consumer confidence, consumer spending, and GDP look healthy. Click Here To View The Report

September Ecom Report 2018

In this month’s recap: stocks make history, consumer confidence rises, the housing market’s summer slump continues, and a new trade pact might replace NAFTA. Click Here To View The Report

Merger Announcement & Celebration

Join hosts Jude Wilson on Saturday, June 30 for a mid-day Meet, Greet and Eat! Get to know our new staff and give yourself a break from the heat. It’s all on Saturday, June 30, 11:30AM, at The Capital Grill Mall at Mellenia, located at 4200 Conroy Rd, Orlando, FL 34205. To RSVP, call Lauren […]

Are You Hooked on Financial Advice?

As a financial advisor, I love working with clients and helping them work toward their retirement goals. However, there are times when I’m speaking with my clients and can’t believe my ears. These days, prospective clients lean on all kinds of sources for financial advice – from monthly financial magazines to money blogs and even […]

How Much Will You Spend When You Retire?

You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees should be able to live comfortably on 70-85% of their end salaries and draw their retirement fund down no more than 4-5% […]