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Active vs. Passive Investing: Which Is Right for You?
One of the most frequent questions I get from clients—whether they’re in Miami, Orlando, or Naples—is this: “Should I be actively managing my investments, or is it better to take a passive approach?” The answer, like many things in wealth management,...
The Role of Life Insurance in Estate and Wealth Planning
When most people hear the term “life insurance,” they think of it as simply a safety net—a way to provide financial support to loved ones in the event of an untimely death. But for those of us in the world of wealth and estate planning, life insurance is much more...
Why So Many Retirees Choose Florida — and How to Plan for It
For decades, Florida has been a magnet for retirees. As someone who’s advised individuals and families for over 20 years—many of whom made the move to the Sunshine State—I can tell you that Florida offers far more than just palm trees and beach sunsets. It offers...
What Is the Power of Compounding and Why It Is Such an Important Concept?
When it comes to building lasting wealth, there’s one concept that I believe stands above the rest in its ability to quietly but profoundly change lives: the power of compounding. Over my 28 years in private wealth management, I’ve worked with individuals and families...
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