Two Tampa Bay area counties see the highest wealth increase in Florida
A new study from SmartAsset analyzed the places in Florida which have experienced the most wealth generation, over the last ten years. The study measures growth across median income, home
Regions launches new program to help women with finances
Regions has launched Women + Wealth, a program that “combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as
More than just a purse: The investment side of luxury handbags
Contributed by Graham Wetzbarger I recently found myself in Sarasota, on a quest to learn more about a young handbag brand called BSWANKY. I had met designer Gretchen Bauer a
Exclusive: OLDER LUNDY expands estate and tax planning group with leader for high-net-worth practice
OLDER LUNDY has added Matthew Evans to its firm as leader of the high-net-worth estate and tax planning practice. “The demand [for high-net-worth expertise] has increased significantly in recent years
“Exit” on your mind!
By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Is it a good time to sell your business, what with increasing interest rates and spiking inflation? Last year was
A look ahead: Florida’s industries and markets
By Chris Dhanraj, managing principal of investments, CliftonLarsonAllen Wealth Advisors We made it through 2020 and businesses are looking toward a post-pandemic world with cautious optimism. We are frequently asked
Preparing for a new reality for business owners and their plans
By Chris Taylor, The Urie-Taylor Group, UBS Financial Services About a year ago, we were breaking the record for the longest-lasting economic expansion in U.S. history, with seemingly no end
Virtual Connect: How the contemporary art market really works (VIDEO)
Evan Beard, national art services executive at Bank of America, takes you beneath the surface of the art market to help you understand how industry players take paint on canvas
Own Your Worth: Why women need to focus on planning their own financial future
By Mary Lauritano, CFA, Senior Vice President–Wealth Management at UBS Wealth Management USA; St. Petersburg In a recent UBS report of women and wealth, Own Your Worth, the study showed
Finding a seat at the table
How do women approach their short and long-term financial decisions? According to a recent report by the international financial services firm UBS, they don’t. The report, titled “Own Your Wealth,”
