by First Coast Wealth Advisor | Oct 15, 2014 | Uncategorized
Given the recent stock market pull backs (which we have been waiting for), we thought it would be a good idea to remind everyone of our 10 Rules for Surviving and Thriving in Market Downturns. Please click HERE for our Special Report on how well diversified investors...
by First Coast Wealth Advisor | Sep 8, 2014 | Uncategorized
Next Avenue recently shared an important article on ways to maximize your 401(k) to ensure a more comfortable retirement. You can read the full article...
by Jeff Helms | Jul 14, 2014 | Uncategorized
Last fall, Robert Schiller and Gene Fama were both awarded the Nobel Prize in Economics. We’re well acquainted with both these gentlemen as their work is central to our entire philosophy and approach. For our potential partners, we thought it might be helpful if we...
by Jeff Helms | May 27, 2014 | Uncategorized
Two weeks ago, we shared a story about James Gandolfini and how the lack of an estate plan cost his family time and money. There’s another Hollywood star in the news with a similar story. Casey Kasem, you might remember him for his “Top 40” radio...
by Jeff Helms | May 12, 2014 | Uncategorized
For those of you who were fans of HBO’s blockbuster series, The Sopranos, here’s a little irony mixed in with a cautionary tale. James Gandolofini, the Emmy award winning actor who portrayed Tony Soprano, dies last year and left a world class estate...
