We are nine weeks into a correction that began in mid-September. Since that time, major stock indexes have lost all the year’s gains and then
“…the risk of paying too high a price for good-quality stocks – while a real one – is not the chief hazard confronting the average
Our investment management clients know that we use Riskalyze to help us quantify their risk tolerance as well as the risk in their investment portfolios.
You have probably noticed this week that we are encountering some volatility in the stock and bond markets. This is the second time this year.
We often come across clients and prospects who have never heard of Socially Responsible Investing (SRI). Additionally, if people have heard of it, they often
We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2. It was a very well attended conference, and we were able
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
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
Gainesville Office
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