Blog

Takeaways from the TD LINC Conference: Think Big

We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2.  It was a very well attended conference, and we were able to touch base with many of our technology vendors and investment fund managers, as well as with other RIA advisors.  TD had lined up an
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Ride the Bull Market or Hold On to Your Cash?

The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are asking: should I invest more aggressively to profit from this run, or is it time to go to cash? Economists and money managers are offering
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Jud Mallini Wise Money Week Phonebank

Our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial questions for members of the greater Jacksonville community. The panel set up a phone bank that afforded community members the opportunity to call in and
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