A Necessary Pullback

Fred Sanford from the 70’s sitcom Sanford and Sons used to grab his heart once a week and tell Lamont that “this was the big one”. It never was. Our indicators tell us the current market drop of 9-10% is not the ‘big one’. Evidence shows us that conditions are not at...

What your Broker Won’t Tell You

I am a licensed investment advisor whose fiduciary duty is to act in my client’s best interest. However, for 23 years I was registered as a stock broker, so I know the brokerage business first-hand. Let me tell you some things you need to know that your broker won’t...

The Butcher vs. The Dietician

Butcher vs Dietician PDF Version Have you ever been to a butcher shop? Tony is my butcher. He works for the best meat purveyor in town. When I go into his shop, the smells of Italian herbs and marinated olives draw me in. Rows and rows of meticulously hand-trimmed...

Top Financial Moves for 2017

By Craig D. Price, Certified Financial Planner®, CEO of Price Wealth Management, Stuart Florida Focus on What You Can Control – Don’t Stress About the Rest Hold Your Own Year End Review Organize a Net Worth Statement and compare it to last year Total assets...

The Risk Between Your Ears

by Craig D. Price, Certified Financial Planner®, CTFA and Will Thompson, Certified Financial Planner®, Certified Financial Advisor®, Stuart, Florida. PDF Version Since Donald Trump’s election, the stock market has soared to new highs while interest rates rapidly...

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...