If you have order(s) outside of the regular market hours (9:30 am to 4:00 pm EST), please call our trading desk at (561) 515-3200 during normal business hours as orders left in the voice message will not be taken.
Instructions to retrieve 2023 Tax Documents are found under Resource Center – Tax Forms.

Looking for Value

My niche in the stock market is finding extremely oversold stocks and adding them to my clients’ portfolios. My motto is to buy a stock at a discount to the market. It is very important to have a strong balance sheet when looking for companies to buy. I look for companies with a large amount

read more Looking for Value

First quarter 2013 Commentary

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain Notoriously Awful Investor Here in the first quarter of 2013, we are witnessing a federal government tangled up trying to deal with the competing vices

read more First quarter 2013 Commentary
20 1stdb 01 Cta Apr 01

“What Could Happen Next” – Market Commentary October 2012

Whether a corporate CEO, professional sports coach, or even just a parent, much of the time spent in private tends to focus on “what could go wrong” and identifying preventive measures. Investors are no different. In the past thirteen years, two historic market declines of greater than 45% blindsided investors. Investors are justified to consider

read more “What Could Happen Next” – Market Commentary October 2012