Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

 

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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

 

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Estate Management Checklist

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