News & Insights

Four Ways Doctors Can Save on Taxes

How do you define a recession?

Daniel Mannix explains how a recession is defined and what it means for your portfolio.

3 benefits of working with a wealth management professional

A wealth manager is someone who typically caters to high-net-worth individuals. The scope of a wealth manager encompasses planning around finances, investments, taxes, estates and any goals a client may have. The goal of the wealth manager is to protect a client’s wealth. However, it’s also about fostering room for growth and accounting for potential […]

Why a holistic wealth management plan in Tampa, FL, may look different than other parts of the country

How do you know if your wealth management plan is on track? Your retirement goals, investments and managing your small business should all be a part of your plan. However, not everyone’s plan will look the same. This is true even for people who have the same income and have invested their money in similar […]

4 reasons Clearwater, FL, residents should do a wealth management plan review in early 2022

Wealth management is about more than investment advice. Wealth management offers comprehensive guidance on your financial situation, including estate and tax planning, accounting, retirement planning and even legal guidance in some cases. This offers a more complete picture of your overall financial well-being. If you have not taken a good look at your financial health […]

6 documents that Clearwater, FL, residents should leave an estate planning session with

Estate planning involves setting up a plan that makes known how you want your affairs to be handled in the event of your death or if you become permanently incapacitated. It also establishes who will receive your assets, and who will care for your minor children or pets after you are gone. However, there is […]

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