Comprehensive guidance to support your needs
While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.
What's moving the Bond Market?
05/06/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
What a difference a data point (or two) makes
05/03/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Earnings season is in the homestretch
05/03/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Preparing for your future with long-term care insurance
How to plan for long-term care needs health insurance doesn’t cover.
Retirement & Longevity
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
April sees Federal Reserve rate cut expectations dampen
04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
Cash management strategies for business owners
Top five tips for navigating market volatility and inflation.
Business Ownership
Portfolio construction
04/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
- The East Coast Group
- 320 Park Ave Fl 14 New York, NY 10022-6815
- T: 212.430.2810
- F: 646.461.1483
- TF: 800.451.0496
- The East Coast Group
- 250 Royal Palm Way Ste 200 Palm Beach, FL 33480-4356
- T: 561.820.2810
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