The value of personal financial planning As I write this blog, I sit in front of the Federal Building in Washington DC. I’m about to start […]
Your financial goals are about you, not everyone else My youngest daughter, who is one, has what I would call big kid envy. It doesn’t matter where my older […]
Three great options for education savings plans According to CollegeBoard, the average tuition for a private four-year institution was $34,740 for the 2017-2018 school year. As someone […]
Defining Success I have lots of job titles: Financial Advisor and Branch Manager are two I have at the office. Lizard Catcher, […]
What it really means to be a financial team I have spent the last 8 years or more attending soccer events with my daughter. As many of you know, […]
Todays “signal-to-noise” ratio is out of control Do you follow professional sports? I loved them as a kid, but I’ve lost interest over time. Then again, you […]
Preparing your investments for a great economy As investors, it feels like we spend a lot of our time thinking about “worst-case scenarios.” We don’t want our […]
2019 Best Places to Work for Financial Advisers by InvestmentNews MEDIA CONTACT: Robin Chaddick EMAIL ADDRESS: rchaddick@alleninvestments.com PHONE NUMBER: 863.688.9000 Allen & Company of Florida, Inc. Named a 2019 Best […]
Re-evaluating debt and the economic cycle Believe it or not, there is such a thing as “good” debt! Fixed rate, low-interest debt can allow you access […]
The DISC assessment and your financial personality My work partners recently walked into my office and announced they had completed Innermetrix DISC Plus Profiles, or “the DISC assessment.” Curious, […]
Tax time already? Preparing for your 2018 return In 2017, Congress passed the Tax Cuts and Jobs Act. This act made changes that will likely affect how you […]
Why you should assess your properties’ market value Have you had an appraisal done on your properties lately to determine their current market value? Have you done your […]
