News and Commentary

Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.

The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.

The Honan Group had a blast hosting our first Client Appreciation Event at JetBlue Park, watching the Boston Red Sox stage an epic 9th-inning comeback to secure the win on March 12th! Coupled with beautiful Fort Myers weather, it was a night filled with excitement, great company, and appreciation for our amazing clients. This event—soon to be an annual tradition—gave us the perfect chance to connect with our growing Southwest Florida client base. Here is to building on these relationships and helping our clients achieve their financial goals, no matter where they are.