News
Welcome all of you to our summer 2019 client event ! What an interesting time it has been – an economy that has had a long run. Recently, the Wall Street Journal had an interesting article about the economy – written about how we tend to just measure it based on the price of things, […]
Continue ReadingA business partner of mine called me a few weeks ago, and after catching up, learned he was heading to the small county airport nearby to sky jump. He had never talked about it, and although I shared my opinion, he disagreed with my hypothesis that the risk certainly outweighed the short feeling of euphoria […]
Continue ReadingI have a friend, Craig, who is a local custom builder and has been part of all the ups and downs of the construction industry here in Florida. I thought it was a challenge operating a Trust Company until I heard about his issues; when times are good, it is extremely difficult to find subcontractors […]
Continue ReadingIt’s about time to close the book on 2018 – and what a year of change! If you recall, the optimistically named Tax Cuts and Jobs Act that was passed less than twelve months ago is now about to affect most of us and we will soon discover if it was all that it was […]
Continue ReadingIn Florida the weather has finally turned, down to a chilly 60 degrees last night – and I had to get several windows unstuck from their six-month closed position. I hope that all of you are enjoying the change of the seasons, and if the prospect of snow is a bit depressing, come visit your […]
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It was so good to see so many of you at our fifth annual Planning for Prosperity in Orlando last month. The connections and networking were better than ever, and according to our exit surveys over 80% will be coming back next year. It’s all done for you, the best IRA investors ever – and […]
Continue ReadingContinuing Education is something that most professionals begrudgingly fulfill to keep their licenses active. However, it’s a bit different with NuView Trust clients. CE is something that they eagerly seek –especially if it means higher returns with new investment ideas. I look forward to seeing many of you personally at our fifth annual Planning for […]
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