by Chris Draughon | Jan 22, 2020 | Estate planning, Financial Planning, Retirement news, Retirement planning
By now you have likely heard that Congress passed, and the President signed into law sweeping changes to America’s retirement system as part of the 2020 Appropriations bill. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) has the...
by First Coast Wealth Advisor | May 9, 2016 | Financial Planning, Market Commentary
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 Scotland on February 11 urging investors to “Sell Everything!” It also happens that February 11...
by First Coast Wealth Advisor | Mar 3, 2016 | Financial Planning, Investing Strategies, Market Commentary
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 the globe. While the markets movements may be unsettling to some, the vast majority of analysts do...
by Jeff Helms | Dec 16, 2015 | Financial Planning, Planning tools
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 designations actually mean, and the level of commitment and...
by Jeff Helms | Nov 10, 2015 | Financial Planning
Regardless of how strong your finances might be, holiday gift shopping can put a dent in your savings. Along with all the other plans you may be making over this holiday season, one of the more important things you can do for yourself is conduct a financial check-up....
by First Coast Wealth Advisor | Oct 20, 2015 | Financial Planning, Retirement calculators, Retirement planning, White Papers
Early Planning is the Best Way to Ensure Financial Success. At this time in your life, you’ve explored and chosen a career path – maybe even started a family or opened your own business. Your hard work is paying off and you’re beginning to reap the rewards, but...
