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What Just Happened???!!!

What Just Happened???!!!

The first quarter of 2016 just finished and some of you were in a panic. The market had a pullback and it left many of you bewildered. No need to panic if you are following the philosophy below: Be well diversified. Not every sector can do well every year. That’s why you need to “spread the love” amongst many ...

Sharon Herman – 2016 Business Person of the Year

Sharon Herman – 2016 Business Person of the Year

Congratulations to Sharon Herman who has been named the 2016 Businessperson of the Year by the TBGL Chamber of Commerce! Nominees were considered based upon a community open nomination process and ultimately chosen through chamber votes. These inspirational business professionals were selected based upon their ...

Sharon Herman – Business Person of the Year Finalist

Sharon Herman – Business Person of the Year Finalist

Sharon Herman is a Business Person of the Year finalist. The Tampa Bay Gay and Lesbian Chamber of Commerce (TBGLCC) has nominated Sharon to be considered for the Business Person of the Year. The winner will be announced on Saturday, January 16th at the Diamonds Awards Gala. Tickets to the Gala can be purchased here! ...

Why paying off your mortgage early might be a bad idea

Why paying off your mortgage early might be a bad idea

As a financial advisor, I have many clients ask me if they should use extra money to pay down their mortgage or invest the money. Let’s take a closer look, my savvy LGBT friends, at the math to see what makes sense. The following is a hypothetical, purely for demonstrative purposes: If you have a $250,000 fixed ...

Long Term Care for LGBT Couples

Long Term Care for LGBT Couples

Yuk. No one wants to think about nursing homes, or assisted living, or anything in old age that has the yuk factor. I know that I don’t want to think about it…. But I do.. 63% of people over the age of 65 will be in a nursing home, assisted living facility or need in home health care (www.caregiver.org). That’s ...

Where will mortgage rates be in 12 months?

Where will mortgage rates be in 12 months?

One of the biggest questions plaguing the current housing market is where mortgage interest rates will be at this time next year. Over the last two months, rates have begun to creep up (see chart).   Though we don’t like to project rates moving forward, we do want you and your family to have the ...