By Tad Hunter
One of the advantages of investing in real estate is provided under the Internal Revenue Service, Code 1031. The tax on the profit from a real estate sale can be delayed until a later date when you enter into a qualified exchange or purchase. Because of the...
By Maurice Stouse
Financial Advisor and Branch Manager
As bond yields have risen for most of this new year (the bellwether 10-year US Treasury is at 1.92% as of this writing) and that has had an impact on equity and bond markets. For equities, the NASDAQ, S&P and Dow are all...
By Maurice Stouse, Financial Advisor and Branch Manager
A review of the long-term return of stocks versus U.S. Treasuries reveals that a small number of stocks have outperformed US Treasuries and inflation going back all the way to 1926. That result can leave an investor wondering if stocks make sense...
Fall: The Season of Serious Buyers and Motivated Sellers
Danny Margagliano
The summer crowds have left and fall temperatures are upon us. The...
The St. Joe Community Foundation Awards 255 Grants Totaling More Than $5.39 Million to Non-Profits in Bay and Walton Counties in 2023
Sowal Editor -
PANAMA CITY BEACH, FLA – The St. Joe Community Foundation (“Foundation”) approved grants totaling more than $5.39 million in 2023 to be paid to local non-profit organizations, the highest for a single year since its inception in 1999. Following the Foundation’s stated goal of enriching quality of life for...
Three things for Women to consider when it comes to End of Life Planning
By Maurice Stouse
While it can be difficult to...
Vacation Rental Market Stays on winning streak
By Tad Hunter
The vacation market is in full swing and rents are up again this year. In the rental market business, a measure of success is to maximize income per available night. In the hotel and vacation space, it’s the combination of the...
Florida Power & Light Company Awards $200K in Grants to Help 28 Nonprofits in Walton, Okaloosa, Santa Rosa and Escambia Counties
Sowal Editor -
Consider the variety of needs in the community:
Beds for children who are sleeping on floors, food, clothing and care for at-risk foster children, STEM and mentoring programs to spark brighter lives for children and teens, marine and wildlife conservation and protection programs.
These are among the many community needs FPL...
Jack Libby is a local Santa Rosa Beach resident and mortgage broker. When asked why Jack became a mortgage broker he said: “When I purchased my first home with a VA loan, it was a nerve-racking experience dealing with the paperwork and redundancies from my mortgage lender. I feel...
By Margaret Zonia Morrison
On November 21st, it was announced that Walton County Master Gardeners have been awarded $1,000.00 as a Legacy Award for the Landscaping Project at the Coastal Branch Office, located at 70 Logan Lane, in Grayton Beach, Florida. The Master Gardener Program operates under the auspices...