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.

Favorable current strategy - yield and duration

03/27/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Growth in real money supply is what is important for taming inflation, and for the Fed

03/24/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market and economic dynamics to keep an eye on

03/24/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

03/24/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity

Fed raises interest rates with a 25 basis point increase

03/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership

Incremental progress emerging in the banking sector fallout

03/20/2023

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Economy & Policy

Are you protected from market mayhem?

03/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Why you should maintain a long-term view amid bank headlines

03/17/2023
CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing

How will recent news impact interest rates’ trajectory?

03/17/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A difficult job becomes even more difficult

03/17/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

what can we do for you?

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  • The East Coast Group
  • 250 Royal Palm Way Ste 200 Palm Beach, FL 33480-4356
  • T: 561.820.2810

 

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