For many investors, sorting through the maze of financial advice can be a daunting task. The 10,000 baby boomers retiring each day (according to AARP), face myriad of choices. Among those, include selecting the right financial professional to help with complicated retirement decisions.
01/10/2019
2018 Fourth Quarter Review and Commentary
“Supply creates its own demand.” Jean-Baptiste Say, French economist After nine consecutive years of gains, the S&P 500 finally experienced a down year in 2018. The performance of the market during the year was somewhat peculiar, …
Read More01/10/2019
Fiduciary Rule
For many investors, sorting through the maze of financial advice can be a daunting task. The 10,000 baby boomers retiring each day (according to AARP), face myriad of choices. Among those, include selecting the right …
Read More12/20/2018
2019 Investment Roundtable Discussions
Florida Fort Myers Riverwalk Office, 12681 Creekside Lane, Fort Myers, FL 33919 All sessions are from 9:00 am - 10:00 am. Tuesday, January 8, 2019 Tuesday, March 12, 2019 Tuesday, May 14, 2019 Tuesday, November 12, 2019 RSVP to Krissy: 239-461-3874 or kchinquee@finemarkbank.com Shell …
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