April 2024 - NewsletterCould Biohacking Be The Ticket To Health And Longevity?As time goes on, we constantly learn of new medical breakthroughs that could lead to better health. This is especially true for those of affluence who are able to take advantage of...

March 2024 - NewsletterLuxury, Status, and Performance - The New Lure of Electric VehiclesTraditionally, electric car buyers have been primarily drawn to their eco-friendly attributes. However, others are enticed by the prestige and luxury they offer. For them, owning...

February 2024 - NewsletterDon's Annual LetterThe behavior of the equity markets over the last two years can be summarized in two sentences: In 2022, the Dow, the S&P 500, and the Nasdaq 100 experienced peak-to-trough declines of 21%, 25%, and 35%, respectively. By...

January 2024 - NewsletterDesigned by Inspiration ®Financial Resolutions for 2024Instead of hauling out those familiar New Year's resolutions, about keeping a journal or drinking more water, how about focusing on your financial well-being? Here's a set of...

December 2023 - NewsletterDesigned by Inspiration TMStarting FreshIt's hard to believe that 2023 will soon be coming to an end and the holidays will be behind us. As you make plans to turn the calendar page, check out these seven ways to make a fresh start in...

November 2023 - NewsletterDesigned by Inspiration TMGiving ThanksAs the leaves turn to vibrant shades of red and orange and the air becomes crisp and cool, it's that time of the year when we gather with family and friends to celebrate Thanksgiving. This holiday is a...

October 2023 - NewsletterDesigned by Inspiration TMCybersecurity Awareness MonthOctober is Cybersecurity Awareness Month. To help spread awareness among our clients, we have invited a Cybersecurity specialist from Raymond James to speak at a luncheon on October 19th....

September 2023 - NewsletterDesigned by Inspiration TMThriving Through RetirementRetirement is just the beginning of a new adventure. Retirement can last 25 years or more. So rather than think of it as a finish line, it’s important to see it as a new, decades-long...

August 2023 - NewsletterDesigned by Inspiration TM National Golf Month For many people, there’s no better way to unwind than by spending an afternoon on a beautiful, freshly mowed golf course, swinging away the stresses of everyday life. This would have no doubt...

July 2023 - NEWSLETTERDesigned by Inspiration TMIndependence Day CelebrationJohn Adams, our second president, may seem like a crusty old character as he stares out of school history books, but the man knew how to celebrate. After the Declaration of Independence was...