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P: (904) 824-4349
F: (904) 829-1140

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400 North Ponce de Leon Boulevard
St. Augustine, FL 32084
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First Coast Wealth Advisors
(904) 824-4349
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

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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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August 1st, 2016

First Coast Financial Beacon August 2016

  August Market Commentary “The investor’s chief problem — and even his worst enemy — is likely to be himself.” – Benjamin Graham Historically, the summer months tend to be quiet…
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June 1st, 2016

First Coast Financial Beacon June 2016

\ Make Way for the Super Tanker Hard to believe May has come and gone, and we’re already in the throes of Florida’s humid weather.  While the summer usually brings…
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May 9th, 2016

First Coast Financial Beacon May 2016

  May Market Commentary Every quarter has its fair share of alarmist media headlines. Yet Q1 2016 may have taken the cake with a pronouncement from the Royal Bank of…
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April 7th, 2016

First Coast Financial Beacon April 2016

The stock market is a device for transferring money from the impatient to the patient.                                                                                                 -Warren Buffet 2016 First Quarter Commentary After starting off the year with its worst…
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March 3rd, 2016

Financial Beacon March 2016 – Keep Calm and Carry On

  March Commentary – Keep Calm and Carry On The first two months of 2016 have looked a lot like the last few months of 2015, with markets fluctuating around…
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January 13th, 2016

Financial Beacon for January 2016

  This month’s edition of the First Coast Financial Beacon e-Newsletter includes recent financial news and articles to help you navigate your retirement planning and wealth management goals. In January’s edition:…
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December 16th, 2015

Understanding What Your Financial Advisor’s Designations Mean

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When you’re searching for an investment advisor, chances are you’ve been inundated with the “alphabet soup” of designations various advisors have after their names. It’s important to understand what these…
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November 23rd, 2015

Year-End Financial Moves to Make Now: New e-Book Now Available

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Whether you’re retired, planning to retire soon, or still in the early stages of your career, annual taxes are something that affects everyone. Depending on what stage of life you’re…
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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.