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First Coast Wealth Advisors
(904) 824-4349
November 5th, 2018

What We’re Hearing: Updated Market Commentary


Q and A: Perspectives on the Current Market Environment In our never-ending effort to help investors make smart decisions and avoid costly mistakes in the shepherding of their assets, we…
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October 12th, 2018

Special Commentary: Common Sense Perspective on US Markets


COMMENTARY AND PERSPECTIVE ON US MARKETS So, the market commentary we sent out last week mentioned that several market indicators gave us pause that a long overdue correction might be…
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October 5th, 2018

Is It Fall Yet?


It’s officially fall on the calendar, but hot humid summer weather persists here in Florida. It’s October, for Pete’s sake, and we’re left scratching our heads as to why we…
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July 10th, 2018

Same Old Same Old


The second quarter turned out to be a mirror image of the first quarter. Economic fundamentals remain strong, investment markets are either up a little or down a little, and…
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April 4th, 2018

Market Volatility is Back, and That’s Okay


  While 2017 was essentially a slumber party with markets marching strictly forward, the first quarter of 2018 has been more like a pillow fight. Daily 300-point swings in the…
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December 29th, 2017

Happy Anniversary? So Far So Good – FCWA Year End Commentary


The fourth quarter of 2017 came and went without so much as a nod to its importance. In fact, most readers probably don’t even recognize its significance. Allow us to take…
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December 21st, 2017

A New Era of Taxation Is Upon Us

With the passage of the Tax Cuts and Jobs Act, we’ve entered a new regime of personal income taxation that for most will see a reduction in their federal income…
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October 11th, 2017

Groundhog Day in October?

385117 04: Cloudy, one of the groundhogs at Brookfield Zoo in Brookfield, IL., contemplates an exit from her wooden home on Groundhog Day, February 2, 2001. The weather-prognosticating groundhog did indeed see her shadow, a sign that winter will last another six weeks in North America, according to the time-honored custom. (Photo by Tim Boyle/Newsmakers)

The past three months looked and felt pretty much like the previous three quarters, evoking memories of the famous movie, “Groundhog Day”. Seems like we wake up to the same…
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April 3rd, 2017

Offense or Defense? 

First Quarter Commentary from First Coast Wealth Advisors The US economy continued to gain momentum in the new year, with job gains and hiring exceeding economists’ estimates. This prompted the…
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November 10th, 2016

Special Commentary on Election Results

First Coast Banner - ver. 3

Let’s dispense with the obvious: Just about every major poll, betting market, and “news” outlet heavily discounted this outcome. The (presumably) smartest people on the planet got it all wrong,…
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North Florida’s Retirement Planning Experts

Our certified financial professionals have a unique process to help individuals plan for retirement. Whether you're retiring in a few years or in 20, we'll share valuable news, insight, planning tools & a local perspective.