

Markets & Mayhem: A History of Geopolitical Crisis and Market Resilience
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks,
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks,
Retirement is a time to enjoy the results of your hard work, but deciding how to turn your savings into steady income can feel challenging.
Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a
We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is
March Madness is here and with it thousands of people will try to beat the odds by picking the perfect bracket. What are the odds
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Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
4651 Salisbury Road
Suite 130-A
Jacksonville, FL 32256
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075