By Maurice Stouse, Financial Advisor and Branch Manager
As 2022 ended, investors saw the year bring a 400% increase in interest rates and a $400 billion liquidity draw down by the Federal Reserve. Despite that, homeowner spending on mortgage payments, as a percentage of their monthly costs, was at a...
By Chris Balzer, ECES
ECES (Emerald Coast Energy Solutions) has announced it has partnered with SunPro products out of Bradenton, which is a top manufacturer of motorized awnings and screens. I’m not a very excitable person, however; when it comes to increasing comfort, I get excited.
I personally have gone through...
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 interests,...
By Chris Balzer,
Welcome 2023! A recent survey of 531 US adults showed the top resolutions are; exercise more, eat healthier, and save money. A look back twenty years, CNN’s poll showed the top resolutions were; get out of debt, lose weight and develop a healthy habit (quit smoking). It’s...
By Felix Zapata,
Hurricanes are known to bring intense weather in the form of wind and rain. As a result, oftentimes storm surges are caused and create life threatening dangers and put your property at risk of flooding. After a flood occurs and your home is damaged, you face the...
By: Maurice Stouse, Financial Advisor and Branch Manager
The United States and its citizens are one of the most charitable in all the world. And even though tax laws have made some changes to charitable giving, investors and savers alike are not only thinking about how and what they are...
By Chris Balzer,
I cannot believe the holiday season is here. It has been nice getting a break from the high humidity and I am especially enjoying those attic inspections this time of year. With the holiday season, inheritably comes more energy use. Family and friends come to visit, school...
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...
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, America, is seen through our current account deficits and even more importantly, the debt to GDP ratio. That ratio...
