Making Sense of Fixed Income

Iceberg

Anyone who is keeping even a casual eye on financial headlines is aware that fixed income returns are a bit topsy-turvy these days. With bond prices reacting negatively to uncertain economic news, investments that are supposed to be our reliable safety net and income stream during troubled times are experiencing uncertain times themselves. Many investors […]

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Assessing Advisory Fees

You’ve probably heard us whistle this tune so often that you can sing along yourself: Among the best ways to maximize expected returns is to minimize the costs involved in achieving them.  This begs the question: What about those fees you pay us, your advisor? Are we earning our keep? It’s a fair and reasonable […]

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7 Financial Risks

Iceberg

There are 7 basic financial risks that many people face in their lives. 1) Dying too early can create economic problems for your survivors and beneficiaries as they may depend on your sources of income to make ends meet. 2) Incapacity & Disability are an often overlooked area which can devastate wealth whether by loss of income and / […]

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New Wealth Management firm opens in Bradenton

August 30, 2012 New Wealth Management firm opens in Bradenton Bradenton, Fl – Gardner Sherrill, MBA, CFP® a longtime local resident of Bradenton and Wealth Advisor has partnered with LPL Financial, the nation’s leading independent broker-dealer firm*, to open a local Concierge Financial Services firm. Gardner has practiced financial planning for the past 17 years, most […]

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Gulf Coast Leadership Graduation

August 12, 2011 Gulf Coast News Congratulations to the 24 aspiring and inspiring leaders from across our region who completed our Gulf Coast Leadership Institute. The tight-knit group finished the three-month leadership-development program and celebrated their graduation on July 29 at Venetian Golf and River Club in North Venice. Gulf Coast President and CEO Teri […]

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