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 value and investment income, in each county, to find the places where wealth has increased the most. Sarasota County ranked no. 5 on the list … Read more
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 they move forward on their financial journeys.” An initiative of Regions Private Wealth Management, the Women + Wealth program “debuts at a time when more … Read more
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 couple of months prior over a couple of Aperol spritz. She was carrying one of her kaleidoscopic handbag creations and espousing her excitement over how … Read more
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 as individuals, and families, have benefitted from the extraordinary economic growth we have seen nationwide and, especially, in Florida,” explains Michael Lundy, founding and managing … Read more
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 an all-time, record high for business sales and M+A but is 2022 still good? For a successful exit, 3 things should be ready: the mental … Read more
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 … Read more
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 … Read more
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, … Read more
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 … Read more
