Giving, Tax Advice

Read Full Article – pdf Version I went shopping last weekend and was amazed to see Christmas decorations already on display. There were lights, reindeer, wreaths, and jolly Santas. I could almost hear the Salvation Army bell ringing. The holiday season is such a busy...

Profiting From Politics

by Craig D. Price, Certified Financial Planner® and Will Thompson, Certified Financial Planner®, Certified Financial Advisor®, Stuart, Florida View PDF Version America is blessed. We do not face a military threat from our immediate neighbors. We have vast amounts of...

The Triumph of Index Investing

by Craig D. Price, Certified Financial Planner® and Will Thompson, Certified Financial Planners®, Certified Financial Advisor®, Stuart, Florida Do you own an actively-managed mutual fund?  If you do, you are out of step with recent investment trends.  In 2015,...

Is Your Money Held Hostage?

by Craig D. Price, Certified Financial Planner® and Will Thompson, Certified Financial Planners®, Certified Financial Advisor®, Stuart, Florida A retired couple recently asked my firm to analyze their professionally-managed mutual fund portfolio. They were...