FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

549 North Wymore Road
Suite 110B
Maitland, FL 32751


Rey Descalso

(321) 280-9081



What’s on our mind?  You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a commentary that is not market related.  So keep checking in.  We’re glad to have you reading along.


Wednesday, June 28, 2017

Consider a bucket plan to go with your bucket list. The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer...


Tuesday, June 27, 2017

The CPI has shown low inflation since '09. Are your prices rising faster than the average? Read the rest of the story.