The Kramer remarK | May 2018

Malware software, smartphone mistakes, and Trusted Contacts...this issue provides tools and techniques to keep you safe. 

The first 3rd of 2018 has been about recovery and renewal for us. After finally getting a new roof (great work by Ion and his team at Affordable Rooftec) we have been updating the inside of our home/office. Please come by and see us soon.

Annual Offer for ADV

This year represents our 19th year that we are registered with the State of Florida as a fiduciary advisor. The other milestone, is a 20-year affiliation with Commonwealth* to implement and manage financial product(s).

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation.

The Kramer remarK | September, 2017

“Your task is not to see the future, but to enable it." ~ Antoine DeSaint Exubery, French poet

This 3rd month of the 3rd quarter of 2017 requires us to be vigilant. For our Florida clients who may be submitting an insurance claim, or if you ever find yourself recovering from any insured disaster, beware of scammers with Assignment of Benefits ("AOB") forms to sign.

The Kramer remarK | August, 2017

“There is no end, there is no beginning, there is only the infinite passion of life” ~ Federico Fellini , renowned filmmaker

Introducing the Investor360°® Mobile App!

Great news! There’s now an even better way for you to stay up to date with your accounts while on the go: a new Investor360°® mobile app for smartphones and tablets. The app puts an executive summary of your accounts right in the palm of your hand, so you can check: