Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns. Tap into Chad’s wealth of experience and analytical acumen, as he … Read more
When you ask Lonnie Sluchak, CPA, to describe a unique detail about himself, he shares a surprising past. For seven years, Lonnie worked at Home Depot, immersing himself in the world of construction. But that’s not all; during his academic pursuits in accounting, Lonnie also ventured into the travel industry, working as a travel agent. … Read more
Q: The board of my association recently passed a new set of rules. Do we have to record these in the county records for them to be enforceable? (G.W., via e-mail) A: The “recording” of a legal document involves filing it with the Clerk of Court in the relevant Florida county. The law does not … Read more
When it comes to community associations, joining forces under a voluntary “umbrella organization” often proves more beneficial than going it alone. Members reap the rewards of shared knowledge, vendor connections, advocacy, and educational resources. In this week’s episode of Take It To The Board, host Donna DiMaggio Berger sits down with Ernesto Cuesta, President of the Brickell … Read more
Join us on Monday, June 3rd at 12:00 PM Eastern for Unlock the Future: Embracing Automation & AI webinar. When: Monday, June 3rd at 12:00 PM EasternRegistration: Click here to register. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance. Source link
We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is here to provide some extra credit by discussing individual stock risk compared to the risk associated with holding … Read more
We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County. This recognition is a testament to Yesenia’s unwavering dedication to serving families and children throughout Broward County with kindness, care, and generosity. Yesenia’s … Read more
We are thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has been appointed as the Treasurer of the National Association of Women Business Owners (NAWBO) South Florida Chapter! Founded in 1975, NAWBO’s mission is to empower women entrepreneurs across all industries and propel them into greater economic, social, and political spheres of … Read more
Q: My condominium association board assessed seven thousand dollars per unit right after the Hurricane Ian in 2022, which I paid. The board has now decided they do not need the funds and have voted to return them to the owners. I sold my condo unit after the refund decision was made, but before the … Read more