Insights

dip your toes or dive right into a wealth of resources

Here, you'll discover financial insights that are meant to educate and inspire you, in a practical, straightforward format. Read on to learn more about the trends and topics that matter most to South Florida's small business owners, families, retirees and boaters.

The Newest Boating Tech for 2021

December 14, 2020 Boating Technology

Let’s take a break from our usual finance focus to talk about some new boat tech that can make your on-water experience more seamless and more enjoyable.

How to Protect Your Business from Hackers

October 26, 2020 Technology Financial Planning

Cybersecurity attacks can cripple your firm, cost you tens of thousands of dollars, and damage your relationships with vendors and clients. Here's how you can protect your business.

How Retirees Can Protect Themselves from Financial Scams

October 5, 2020 Technology Financial Planning

Financial scams can happen to anyone. Sadly, retirees are at higher risk of targeted attacks on their financial and personal information. By staying informed and involved, you can feel secure and protect your wealth.