Our Thoughts

Investing

Ride the Bull Market or Hold On to Your Cash?
The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are
Lia Bertelson
January 24, 2018

Uncategorized

Jud Mallini Wise Money Week Phonebank
Our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial
Jud Mallini
May 17, 2017