That moment when you are surprised with your favorite cake in the world...triple chocolate! Happy birthday to Briana!

...The Rolling Stones are seniors!

It's that time of the year. Just about everyone seems to be complaining that summers are somehow getting shorter, and frantic carpooling parents are back, on cue, ignoring our Frye Financial Center parking lot "NO PARKING - TOW-AWAY ZONE" signs once again.  

Over the summer we learned that The Rolling Stones have moved on from sex, drugs, and rock 'n' roll to retirement planning and annuities...wait, what?!

By now you've almost certainly had the pleasure of chatting with our new Executive Assistant Briana Arturo in person or via phone/email.  Joining us in March, she brought her sunny, calm disposition and organizational skills with her.  Hailing originally from California, Briana spent some time living in Colombia before moving with her young children to Hallandale.

Today we pay tribute to all who were lost on 9/11. We will never forget our fallen victims and heroes.

Only 52 miles of ocean separate Bimini & Miami. We are linked through familial, historical, geographical, & business ties, and Bahamians need us now. Proud to see locals opening hearts & wallets to aid relief efforts; here's how.

We'd rather be posting an "Are you ready for some football?"-themed piece, but unfortunately, Darn Dorian is what is now commanding our attention.  As we continue to monitor Hurricane Dorian, and hope for the best, we wanted to send out our financial hurricane advisory.  It includes steps to help ensure that you've done adequate preparation to not only storm-proof your home, but to weather-proof your finances, as well.

The Market Update for Thursday, August 22, provides encouraging signs based on stocks' resiliency, with the S&P 500 Index climbing 1/2% through Wednesday's close amid light volumes.  Read more from LPL Research here.

Appreciating the sponge cake/cotton candy-like Miami delicacy that lies inside a sprouted coconut...One needs to be skilled in the Miami art of machete coconut splitting to access this delicacy, known by names such as coconut pearl, coconut "embryo", coconut apple, or coconut cotyledon in English.  Take it from us, as your trusted advisors, if the opportunity presents itself, don’t miss out on this treat!

The S&P 500 Index is within 1% of our year-end fair value S&P 500 target of 3,000 after rallying 20% this year and broaching that target several times in July. We set that target in November 2018 and have maintained it since then. Now that we’re close to reaching the target, is it time to sell?

A qualified retirement plan remains one of the best tax advantaged savings opportunities available to small business owners and their employees.

If you are not maxing out your contributions, you should seriously consider doing so.  With the increased contributions and match amounts, if applicable, not only will you boost your retirement savings, but you could reduce your taxes as well.