Words of Candor
- Michael Scott, CFA®
- October 18, 2022
Publix is one of the largest, if not the largest, employee owned companies. One of the main benefits to working for Publix is the access to owning Publix stock. Currently, there are generally only three ways to acquire ownership: Buying stock outright in your name, buying stock in your SMART Plan (your 401k), or in the PROFIT Plan (the ESOP).
- Michael Scott, CFA®
- September 22, 2022
What are I Bonds?
I Bonds are savings bonds that earn a combined interest of the rate of inflation and a fixed interest rate for the life of the bond. Through the end of October 2022, a I Bond is paying over 9% in interest.
- John Kennedy, CFP®
- August 31, 2022
The "IRA" was signed into law on Aug 16, 2022 and is projected to cost $430 billion.
- John Kennedy, CFP®
- August 9, 2022
Hurricane season is upon us! Actually, it’s been here for a while. Officially, it runs from June 1st to Nov 30th. But the hot season is fast approaching and it is always worth talking about hurricane preparedness items and, no, we don't mean the usual items - batteries, water, supplies. Yes of course, all of those are important, but we want to focus on protecting your assets: Like your home, for example!
- Michael Scott, CFA®
- July 19, 2022
In November of 2019, I had the opportunity to visit the JPMorgan Headquarters in New York for a conference and attend an economic update by one of my favorite economists, Dr. David Kelly. His presentation was being prepped to begin and was titled something like “2020 Vision: Insights for Next Year”.
- John Kennedy, CFP®
- June 14, 2022
"Somebody's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
A book that I recently have been enjoying is called "Simple Wealth, Inevitable Wealth" and throughout this book the author quotes Warren Buffett. In particular, this quote stands out to me. Think about planting a tree in earth. It will inevitably take root and grow over time.