wealth

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 what trends to watch across both national and state business landscapes. Here are three of them. How have Florida businesses fared in the pandemic? Compared

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 in sight. But all of this changed, in mere weeks, as the shutdown of the global economy turned record-low unemployment into record-high unemployment and threatened

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 and transform it into real capital. This program was presented by Bank of America and the virtual location host was The Dali.  

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 that eight in ten women will, one day, be alone and solely responsible for their financial well-being due to increased life expectancy and divorce. Moreover,

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,” was commissioned and published by UBS and was the catalyst for its first Florida Gulf Coast Women’s Leadership Retreat in Sarasota. It found that 56