How Do Financial Advisors Add Value?
Many Americans have a misconception of what a financial advisor does or how a financial advisor adds value to a portfolio. They may imagine an advisor picking hot stocks, buying and selling assets as the markets shift, and beating the
Get to Know Financial Advisor Sean Koscho
Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13 years on Wall Street and nearly a decade as a firefighter, Sean brings unparalleled insights to the table.…
Investing in Market Resilience
While crafting investment portfolios, we painstakingly pore over the daily, weekly, and monthly charts that detail the tumultuous journey of the markets. These charts often reveal startling dips and surges that sometimes appear without rhyme or reason – we truly
Blockchain and Crypto: A Worthwhile Investment?
It’s a common question from clients – what about cryptocurrency? Is it safe? Is it profitable? What even is cryptocurrency?
Cryptocurrency and its underpinning technology, blockchain, are one of the most misunderstood pieces of technology. Since the advent of Bitcoin
The Benefits of the 1031 Exchange
We love real estate almost as much as we love stocks, bonds, ETFs, and Mutual Funds. Real estate can be fantastic for fighting inflation, and it rounds out an otherwise solid securities-based investment portfolio. Diversification, right? Plus, you don’t need
How to Use a ROBS 401(K) – Rollovers as Business Startups
Have you ever had a great business idea and taken steps to realize it, just to encounter problems financing it? Or maybe you’re debt averse and don’t want to take on a small business loan? Or perhaps you don’t qualify
Diversifying your Deposit Accounts
You know what they say: Don’t put all your eggs in one basket. That bit of wisdom applies not only to life in general but also to your savings deposits. And no, I don’t mean investment diversification, though that’s just
The Optimal Order of Investing
As one navigates through life and takes on more financial responsibilities like credit lines, family obligations, and a mortgage, it’s common to feel overwhelmed with all the moving parts that make up your finances. But there’s hope! By following the
A Lakewood Ranch Retiree’s Withdrawal Guide
Congratulations! You’ve retired here in Lakewood Ranch and can now spend your days hitting the greens at the Lakewood National Golf Club, checking out polo matches at the Sarasota Polo Club, or sipping on craft beer at Good
