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  • Fernando Campoo
    600 Brickell Ave Ste 1875 Miami, FL 33131-3081
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Structured investments for times of volatility
An innovative approach to your investment objectives.
Markets & Investing
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Read
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Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
One size does not fit all
8/4/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
The Federal Reserve is balancing a split economy
8/1/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Employment number worse than feared in July
8/1/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Equity markets continued to climb higher in July
7/31/2025
Signs of market fatigue and elevated expectations suggest that caution may be warranted.
Markets & Investing
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle

A breadth of services to serve a variety of needs

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  • Fernando Campoo
  • 600 Brickell Ave Ste 1875 Miami, FL 33131-3081
  • Map & Directions
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