Financial News

Our very own Chartered Financial Analyst, Ben Doty, was recently featured as an expert on CNBC.com. Ben contributed his insights as to bull markets and the best approach to handling bull markets. To read the full article please click here.  

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In December we partnered with the local chapter of Toys For Tots for our annual Koss Olinger Santa Event. Our team and Santa Event guests generously donated gifts for local children in need. After gathering 125 gifts at the Santa Event a number of our team members helped during distribution day where the families were…

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In the Summer 2015 issue of The Village Journal, Partner Brian Watson discusses the inherent risk of disjointed planning. Without goal­-based planning and planning team leadership, even very small oversights can create unnecessary loss. Brian explains the value of starting with your goals in mind and how to make sure your team of professionals are…

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Partner WJ Rossi recently wrote a column on financially preparing for a small business in Business In The Heart of Florida’s Innovation and Startup Issue. WJ’s article discusses the financial considerations entrepreneurs must make when starting a new business. To read the full article ​click here​.

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The Million Dollar Round Table Foundation awarded Alachua County Junior Achievement with a $25,000 grant. This grant is just one of the many worldwide grants that the MDRT organization awards annually. Kirk Klein has been involved with Junior Achievement for many years and was instrumental in obtaining this grant for Alachua County Junior Achievement. To…

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WJ Rossi was recently asked to author an article on tax implications and wealth planning for the Miller Elder Law Firm and their clients. In this article WJ discusses the enormous implications of effective and ineffective tax planning on future wealth. To read the full article and learn more about making wise tax and wealth…

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