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 […]
Lesson #23: Backwards Planning Seriously… never be late again! Have you ever found yourself uttering that very phrase, either to yourself or your kids? […]
Pivot into the New Year By now, you’ve likely already set your goals for 2019 and may be well on your way to keeping your commitments, those that will shape you to be a better person hence forth.
The economy: form your own opinion There is certainly a lot of negative news on television and on the internet these days. Notably, regarding the trade […]
October Markets and the “Noise in the System” “America is more divided now than it ever has been.” Have you heard anyone say that? I have. Have you […]
Don’t be tempted to put off investment planning Ahhhh… Fall is in the air. Well, really, it’s not. It’s almost the holidays and we are still sweltering. Maybe […]
Saving for College: Kids, grandkids, and you In 1996 — thanks to Congress — Internal Revenue Code 529, which is also known as a “Qualified Tuition Program,” […]
A Little Help From My Friends I was talking to my friend Gary the other day when — out of the blue — he asked, “Who […]
