Apr 22, 2026
Asset Bubbles
By Glenn J. Downing (Note to the reader: I originally posted this piece in mid-March of 2020. Now I’m reviewing…
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Financial planning insights and wealth-building strategies from our fiduciary team.
Apr 22, 2026
529 College Savings Plans Just Got Better!
by Glenn J. Downing, MBA, CFP® 529 college savings accounts just got better — and then better again! A 529…
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Apr 22, 2026
The Advice Industry Part I: We Are Fiduciaries
The Advice Industry Part I by Glenn J. Downing, MBA, CFP® In this post I’d like to give a little…
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Apr 22, 2026
Stock Options and Restricted Stock Units (RSUs)
by Glenn J. Downing, MBA, CFP® What might an employer do to incentivize the workforce? Make his employees owners. Gives…
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Apr 22, 2026
Annuities Part I: The Accumulation Phase
by Glenn J. Downing, MBA, CFP® An annuity is a complex financial animal. It can be used as a tool…
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Apr 22, 2026
Annuities Part II: The Distribution Phase
by Glenn J. Downing, MBA, CFP® As I noted in Part I, an annuity is a complex financial animal. It…
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Apr 22, 2026
The Florida Retirement System Investment Option
by Glenn J. Downing, MBA, CFP® FRS participants have a choice among two retirement plan options: The Investment Option, which…
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Apr 22, 2026
The FRS Pension Option
by Glenn J. Downing, MBA, CFP® Retirement Plans largely fall within two categories: Defined Contribution Plans, or DC Plans Defined…
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Apr 22, 2026
Big DROP Changes
by Glenn J. Downing, MBA, CFP® On June 5th of this year Gov. DeSantis signed into law some major changes —…
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Apr 22, 2026
SEP for the Self-Employed
by Glenn J. Downing, MBA, CFP® Simplified Employee Pension The Simplified Employee Pension (SEP) is a great way for the…
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