Insights for Investors

By Maurice Stouse, Financial Advisor and Branch Manager As one year closes out and another one begins, we have some thoughts for our clients on things to review and consider. First: Know What you Own We suggest it is a good idea to review your assets, stocks, bonds, cash, real estate, business...

Becoming a Smarter Giver

By Maurice Stouse, Financial Advisor and Branch Manager The United States and its citizens are among the most charitable in the world. And even though tax laws have made some changes to charitable giving, investors and savers alike are not only thinking how and what they are giving, but also...
By Melissa Fertitta Beachworx, the Emerald Coast’s only coworking space, has launched two new strategic partnerships designed to help veterans transitioning to civilian employment. On Oct. 28, Beachworx CEO Steven Franco was a featured speaker at a Special Operators Transition Foundation (SOTF) workshop, joining other distinguished speakers from the c-suites of...
By Melissa Fertitta Advertising is a must in today’s marketplace. Most businesses know they need to invest in marketing, but they want to be strategic and select channels with the highest return on investment. Beachworx, Destin’s premiere coworking community, offers a number of unique marketing solutions for its members, in addition...
By Matthew Vanderford Lately I’ve been bored. Not bored in the sense that one might imagine, because there’s always something to do, always something to create, always something new to see. But perhaps that’s why I’ve been bored. Bored of trying to come up with unique ways to speak about...
By Maurice Stouse, Financial Advisor and Branch Manager Focus on the US Dollar Former U.S. Treasury Secretary James Baker commented some time ago that one of the greatest challenges to the union is that America is seen through our current account deficits and, even more importantly, the debt to GDP ratio....
By Joe Capers, Insurance Zone If you plan on running a successful business, then you should definitely plan on getting business insurance. Without this coverage, you may end up having to pay out-of-pocket for property damage, accidents, or lawsuits from unhappy clients. Needless to say, all of these very real...

Hiring Our Heroes

By Lisa Woodrum Military spouses face unique challenges when it comes to securing employment; one of which is the lack of networking in their local communities. The Military Spouse Fellowship Program (MSFP) answers this need. It is a program of the U.S. Chamber of Commerce Foundation and is a nationwide...
More than half of Americans, an estimated 56 percent, do not have an estate plan in place, making estate planning a critically overlooked component of financial wellness. This creates hardship, financial or otherwise, that can be avoided by planning. The Estate Planning Council of the Emerald Coast, Inc. (EPCEC) invites...

Insights for Investors

By Maurice Stouse, Financial Advisor and Branch Manager Inflation, interest rates and the current state of things Inflation has had more impact over the past than at any time in almost the past 40 years. After peaking at 9.1 percent in July, inflation came in a little lower in August at...