We know the past couple of months have been challenging for us all, but hopefully this independence day weekend will help bring some joy into the lives of you and your loved ones. Stay safe and have a great weekend! As always, we’re here to answer any portfolio questions or discuss your planning needs. Click… Read More
Stirrups and Strides Charitable Event at Jumbolair of Ocala. December 2, 2017 Kevin Zylstra, CFP, friend and avid sailor of our Naples office joins Tom at “Jammin at Jumbolair” Charitable Extravanza. Stirrups ‘n Strides is a 501 (c)3 non-profit organization Therapeutic Riding Center for challenged children and veterans. Over 400 people attended this event celebrated a… Read More
We will observe the July 4th holiday and be back in our office on July 5th.
Bloomberg Barclays US Aggregate has a duration of over 6 (orange line) and a yield of just 2.5% (white line). If we see more corporate refinancing on the longer end (while rates are still low) and at some point a 50 or 100 year US treasury makes its way into the index (https://lnkd.in/gFvUF5g), this could… Read More
Nothing can beat the relaxing landscape of the Ocala area!
Tom Cooper and his wife Pat, participating at the Ocala Home Garden and Lifestyle Expo on April 22, 2017. The Home Garden and Expo was hosted by the CEP Ocala / Marion County (“Chamber and Economic Partnership”). Tom Cooper supports the mission of CEP which is to be the catalyst for a prosperous Ocala /… Read More
IRAs are great financial tools that carry valuable tax advantages, and are an important part of many clients’ portfolios. When IRAs are part of an estate, however, they are subject to rules that are highly inflexible. When survivors receive advice that does not address these rules adequately, there can be disastrous financial consequences. A ruling… Read More
A study from Fisher Investments 401(k) Solutions found that 80 percent of millennials say they would prefer to work for a company that offers a 401k plan, dispelling a commonly-held belief that millennials are not as interested in 401k plans as other generations. However, despite their high levels of interest, millennials also tend to be (understandably)… Read More