Sunday, July 21, 2019
786-505-1817 info@thefloridavillager.com

Wealth Tips

Wealth Tips

Freedom vs. Liberty

Every year on July 4th, we gather with friends and family to celebrate the birth of a country that became the shining example of what it means to be free. In the financial services industry, it is common to hear...

Wealth Tips

Hedge Your Portfolio

Some financial advisors/investment advisors say we are “investing for the long run.” They are quick to present studies showing that over the long run, investors will average 8% or whatever. In general, those are true statements, but most investors don’t...

Wealth Tips

The Advisors’ Dilemma

A financial advisor is having a review meeting with one of his best clients and presents her with a performance report along with three different indexes. The client asks, "Why are you showing me the performance of so many indexes...

Wealth Tips

Opportunity Zones

At the end of 2017, President Trump signed into law the Tax Cuts & Jobs Act (TCJA) which reduced tax rates for businesses and individuals and increased standard deductions and child tax credits, but it also limited the benefits of...

Wealth Tips

And the winner is…Cash!

In 2018 cash outperformed stocks and bonds for the first time since 1994. 2018 proved a bear of a year (pun intended). 2019 will perhaps be just as exciting. While everyone seems to want to talk about recession, we are...

Wealth Tips

May 2019 be a Prosperous One

Like a roller coaster, markets have no engine to guide them along a track. Instead, earnings and other factors create momentum. Momentum creates potential energy like the tick, tick sound as you rise to the top of the hill -...