Divorce with a CDFA®

Through a divorce, your support system is essential. Friends and family are incredibly important during this difficult time. They provide a personalized support and structure through the next steps and moving forward. Having a CDFA® on your team along with other professionals (lawyers) can save you from making costly errors regarding settlement. What sets a CDFA apart from other Financial Professionals is the specialization in considerations and decisions made during the divorce process.

How We Help - Divorce

Trim your future tax bill by thinking ahead

Don’t procrastinate when it comes to prepping for tax season.
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Resist Short-Term Temptations

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Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Why 15 minutes of mentorship has game-changing potential

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Business Ownership

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Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

The global easing cycle will continue in the months ahead

11/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Webinar replay - Post-election market analysis

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Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing

Fed elects to cut rates for the second straight meeting

11/07/2024
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
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Markets & Investing

Go green this holiday season

Simple ways make your celebrations more sustainable.
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Family & Lifestyle

The 2024 Election is (mostly) over - what can we expect going forward?

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Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

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