Articles By Our Team

Objective information about financial planning, investments, and retirement plans

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...

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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...

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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...

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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 minus...

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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...

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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...

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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...

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Lawsuits Against Employers Surging

by Craig D. Price, Certified Financial Planner® and Will Thompson, Certified Financial Planner®, Certified Financial Advisor®, Accredited Investment Fiduciary® - Stuart, Florida Lawsuits against 401(k) plan sponsors are surging and potential damages are in the...

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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,...

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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...

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