Valerie Bartley

Marketing Manager

Recession Talk: “Yield Inversion”

Ignore the headlines, focus on the details. Orders for durable goods jumped once again in July, rising 2.1% following a 1.8% rise in orders in June. But while the June report showed strength virtually across the board, July report leaves something to be desired. Orders from the volatile transportation category rose 7.0% in July, leading […]

Economist Insight: Another Fed Rate Cut

Lately, the Fed has re-started the use of repos, forced by combination of (their own) overly tight banking rules, large Treasury auctions (due to big federal deficits), and the inverted yield curve, which create periodic issues for banks seeking overnight funds. The Feds could address these issues in three ways. First, it could loosen bank […]

It’s Not You, It’s Me

As Expected, the Fed cut short-term interest rates by 25 basis points today, moving the range for the federal funds rate down to 1.75 -2.00%. At the same time, it lowered the interest rate on excess reserves (IOER) to 1.8% and the repurchase (repo) rate to 1.7%, five basis points below the bottom of the […]

Brian Bruneau

Chief Operating Officer

Nelson Pereira CFP®

Managing Director – Wealth Management

Andrew J. Krone CPA, MBA

Managing Director – Wealth Management

Robin Hanover Joins an Elite Group of Financial Professionals at Annexus NYC

Naples, FL– Robin Hanover, Managing Director, Wealth Management at Naples Wealth Planning attended Annexus NYC, a conference for elite financial professionals

John Ginn

Managing Director, Wealth Management

Philip Morrissey

Managing Director