Individuals & Families Investment Spotlight – March 2025 By Amy A. Lord, CFA Senior Vice President/Co-Portfolio Manager As a Portfolio Manager I…Suncoast Equity Management And Prosperity AdvisorsMarch 19, 2025
Individuals & Families Women and Investing By Robin Cook CWS®, CTFA®, Sr. Vice President and Prosperity Advisor Investing has…Suncoast Equity Management And Prosperity AdvisorsMarch 19, 2025
Individuals & Families Financial Planning Resolutions for 2025 Frank Wyatt, MBA Vice President, Financial Planning, Prosperity Advisor As we welcome 2025, many…Suncoast Equity Management And Prosperity AdvisorsJanuary 29, 2025
Individuals & Families Investment Spotlight – State of the Bond Market, Post Election By Al Dopking Fixed Income Specialist Treasury yields rose in December after the Federal Reserve…Suncoast Equity Management And Prosperity AdvisorsJanuary 29, 2025
Individuals & Families Creating a “Life Blueprint” File By Robin L. Cook, CWS®, CTFA® Sr. Vice President, and Prosperity Advisor Facing the death…Suncoast Equity Management And Prosperity AdvisorsNovember 22, 2024
Individuals & Families What you need know about Cybersecurity Threats By Frank Wyatt, MBA Vice President, Financial Planning, Prosperity Advisor At Suncoast Prosperity Advisors and…Suncoast Equity Management And Prosperity AdvisorsNovember 22, 2024
Individuals & Families Tax Cuts and Jobs Act Expiration By Jeff Strouse JD, CRPC®, CEPA® President Prosperity Advisors In our 3rd Quarter issue, we…Suncoast Equity Management And Prosperity AdvisorsNovember 22, 2024
Individuals & Families Year-End Charitable Giving Thoughts By Beth Dopking Neal, CFP® Sr. Vice President, Sr. Prosperity Advisor The best…Suncoast Equity Management And Prosperity AdvisorsNovember 18, 2024
Individuals & Families New Florida Community Property Trusts – Is it right for you? By Robin L. Cook, CWS®, CTFA® The Florida Community Property Trust act (FLCPT) became…bmpOctober 18, 2024
Individuals & Families Is the Next Generation Ready for Their Inheritance? By Robin L. Cook, CWS®, CTFA® Are your children, grandchildren, nieces, and nephews ready…bmpOctober 18, 2024