2025
April 30
What Trump's Tariffs Mean Moving Forward
April 30, 2025
News & Insights
Blogs
2025
April 09
Act Now: How to Maximize Planning Benefits During Market Downturns
April 09, 2025
2025
March 20
What is Stagflation?
March 20, 2025
2025
March 18
Retirement Tax Forms Explained: 5 Key Questions to Complete Forms 1099-R & 5498
March 18, 2025
2025
March 11
Market Weakness Commentary from the Investment Committee
March 11, 2025
2025
March 11
Recession Tracker: Signals from Fixed-Income Markets
March 11, 2025
2025
February 20
What Investors Should Know About Volatility
February 20, 2025
2025
February 13
How to Navigate Fixed Income Today
February 13, 2025
2025
February 06
What to Make of Stock Valuations in 2025
February 06, 2025
2025
January 31
DeepSeek Causes Deep Sink
January 31, 2025
2025
January 10
Have Real Rates Gone Too Far?
January 10, 2025
2024
August 16
Carry Trade and Its Impact on Recent Market Volatility
August 16, 2024
2024
June 28
Notes of Interest: Shipping Costs, Which Tend to Lead CPI, Soar 189% Since End of 2023
June 28, 2024
2024
May 15
How Seniors Can Protect Wealth and Well-Being from Fraud and Scams
May 15, 2024
2024
April 08
Eclipsing Year-to-Date Treasury Yields
April 08, 2024
2024
March 04
The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
March 04, 2024
2024
February 02
Notes of Interest: Takeaways from the January FOMC Meeting and Jobs Report
February 02, 2024
2023
December 21
Notes of Interest: Municipal Bonds are Expensive. Start to Look Elsewhere for Better After-Tax Yield
December 21, 2023
2023
December 20
Giving Gifts of Lasting Value
December 20, 2023
2023
December 07
Notes of Interest: The Recent Decline in Yields Has Been Impressive but Perhaps Overdone
December 07, 2023
2023
November 08
Salute to Service: Honoring Our Team’s Veterans
November 08, 2023
2023
October 23
Notes of Interest: As Rates Edge Higher, Bear These Factors in Mind to Strategically Recognize Bond Losses
October 23, 2023
2023
February 08
SECURE 2.0
February 08, 2023
2023
February 01
Raising Children with Batteries Included
February 01, 2023
2022
December 22
The Holiday Season is Always the Best Time to Invest
December 22, 2022
Podcasts
2025
April 01
Building Legacies That Last with Rick Simonetti
April 01, 2025
2024
March 25
Specialty Asset Management: Timber
March 25, 2024
2024
January 25
Sunset of the Tax Cuts and Jobs Act (TCJA): Part 2, Income Tax
January 25, 2024
2023
December 19
Sunset of the Tax Cuts and Jobs Act (TCJA): Part 1, Estate Tax
December 19, 2023
2023
November 14
Bonds are Back! Introducing Our Tax-Aware Fixed Income (TAFI) Strategy
November 14, 2023
2023
October 26
Life Insurance: Benefits & Possibilities
October 26, 2023
2023
September 20
Why You Should Care About Tax-Optimized Beta
September 20, 2023
2023
June 28
Dramatic Changes in the Tax Landscape
June 28, 2023
2023
June 21
Nobody Likes to Talk About Life Insurance... You Ought to Be.
June 21, 2023
2023
May 25
P&C Insurance - Rising Rates, How to Be Proactive
May 25, 2023
2023
March 16
Addiction and Mental Health & the Impact on Family
March 16, 2023
2023
February 17
Appreciating and Onboarding In-laws
February 17, 2023
2023
February 01
Raising Children with Batteries Included
February 01, 2023
2023
January 27
Determining Content & Conducting Effective Family Meetings
January 27, 2023
2022
November 01
Health Insurance Individual Enrollment
November 01, 2022
2022
November 01
Medicare Open Enrollment
November 01, 2022
Investment Insights
May 16, 2025
Investment Insights: Week Ending May 16
May 09, 2025
Investment Insights: Week Ending May 9
May 06, 2025
Monthly Market Recap
May 02, 2025
Investment Insights: Week Ending May 2
April 25, 2025
Investment Insights: Week Ending April 25
April 23, 2025
Q2 Market Outlook Webinar
April 18, 2025
Investment Insights: Week Ending April 18
April 11, 2025
Investment Insights: Week Ending April 11
April 04, 2025
Analysis of Market Reaction to New Tariffs
In The News
May 01, 2025
#AlphaNooner with Chris Gunster, CFA
April 04, 2025
How to Replace a Corporate Trustee (and Make Other Trust Changes)
April 01, 2025
Building Legacies That Last with Rick Simonetti
February 25, 2025
What Investors Should Know About Investing During Rising Inflation
February 06, 2025
#AlphaNooner with Chris Gunster, CFA
January 30, 2025
Three Reasons Why The Fed Should Get Rid Of The Dot Plot
January 22, 2025
Expanded Offerings Draw Prospects, Advisors Say
January 17, 2025
Tampa Bay's Venture Capital Market Dips in Q4, Reflecting National Trends
December 12, 2024
Why 2025 Market Outlooks Are Out and Monthly Reports Are In
November 12, 2024
Why Global Central Bank Monetary Policy Trumps Forecasting U.S. Policy
September 17, 2024
Choosing a Corporate Trustee: The Pros and Cons
September 11, 2024
Why CPI Shouldn’t Be The Only Inflation Data Investors Watch
August 28, 2024
How to Plan Ahead After a Loved One's Dementia Diagnosis
August 27, 2024
Why Interest Rate Cuts Won’t Deliver Instant Benefits For Homeowners
August 09, 2024
Why Rising Government Debt Has Investors Watching Long-Term Rates
July 12, 2024
Active Bond ETFs Continue to See Record Inflows This Year
July 09, 2024
Fixed Income Investors Should Think Twice About Passive Bond Investing
July 01, 2024
Boutique Investment Firm Adds St. Louisan
June 25, 2024
People Moves: Ex-TIAA Exec Joins $1.5B Indie Wealth Advisor
June 24, 2024
$1.5B RIA Fidelis Capital Hires Former TIAA Wealth Planning Head
June 24, 2024
Fidelis Capital Welcomes Douglas Rothermich as Partner and Wealth Strategist
June 24, 2024
Former TIAA VP joins RIA Fidelis Capital as partner
June 24, 2024
Fidelis Capital adds UHNW planning cred with veteran hire
June 24, 2024
Fidelis Capital Welcomes Douglas Rothermich as Partner and Wealth Strategist
May 30, 2024
The $2 Trillion Reason Why All Eyes Are On Foreign Central Banks
April 24, 2024
As Interest Rates Rise, Here’s What Money Market Investors Should Know
March 27, 2024
Why Municipal Bond Investors Should Proceed With Caution
March 04, 2024
The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
February 28, 2024
"The Watch List" with Nicole Petallides
February 20, 2024
Advisors Recommend Buying Bonds Now, Before Rate Cuts
January 05, 2024
TREASURIES-Yields whipsaw following 'dismal' ISM report; 10-year dips below 4%
January 05, 2024
TREASURIES-Yields rise following strong jobs report, 10-year moves past 4%
January 05, 2024
TREASURIES-Yields whipsaw following 'dismal' ISM report; 10-year dips below 4%
January 05, 2024
Yields rise following strong jobs report, 10-year moves past 4%
January 04, 2024
TradeTalks with Jill Malandrino
December 19, 2023
Tampa's Fidelis Capital CEO lays out route to $2B in assets under management
December 11, 2023
Fidelis Capital CEO expects firm to double AUM to $2B next year
December 07, 2023
Fidelis Capital, specializing in suddenly 'sexy' bonds, approaches $1B in assets
December 01, 2023
"The Watch List" with Nicole Petallides
November 17, 2023
TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens
November 17, 2023
TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens
November 17, 2023
TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens
November 17, 2023
TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens
November 16, 2023
About To Inherit A Big Sum? Here Are Some Steps to Prepare
November 01, 2023
Op-ed: Fixed income is back in the spotlight. Here’s how investors can take advantage
October 12, 2023
30-Year Treasuries Had an Ugly Auction. What’s Behind the Weak Demand.
October 09, 2023
Top RIAs on The Current Investing Climate: Fidelis Capital Partners
September 15, 2023
What’s Better: CDs, Money-Market Funds or Treasury Bills?
September 11, 2023
Wealth Manager Fidelis Hires Bank of America Exec to Oversee Bond Investing
September 19, 2023
BofA Private Bank fixed income head exits for indie RIA
September 11, 2023
Wealth Manager Fidelis Hires Bank of America Exec to Oversee Bond Investing
September 12, 2023
Tampa wealth management firm lures Bank of America executive
September 12, 2023
Indie Wealth Advisor Adds Another BofA Exec as Partner
September 12, 2023
Who's Moving Where In Wealth Management – Ameriprise, Fidelis
September 05, 2023
$4.5 Billion Private Banker Team Joins RIA Founded by Wells, BofA Alums
September 08, 2023
Local Bank of America wealth managers defect to upstart boutique firm, set up D.C. office
September 06, 2023
Tampa's Fidelis Capital raises $10M, recruits $4.5B adviser team from Bank of America
September 05, 2023
$4.5B team from Bank of America Private Bank joins RIA
September 06, 2023
$4.5bn BofA Private Bank team goes indie with advisor-owned RIA
September 05, 2023
$4.5B Bank of America Private Bank Team Joins Fidelis Capital
September 05, 2023
Citing high turnover, $4.5B Bank of America team decamps for RIA
September 05, 2023
Fidelis Lures $4.5B Team From Bank Of America For D.C. Office
September 06, 2023
$4.5B BofA Private Bank Team Joins Fidelis to Escape 'Constant Turnover’
September 06, 2023
Fidelis Capital Brings In $4.5 Billion Breakaway Team
September 06, 2023
Fidelis Capital Brings In $4.5 Billion Breakaway Team
August 10, 2023
How Advisors Can Manage Portfolio Risk in a Frothy Market
July 03, 2023
As banks fail and yields stagnate, here are safe places for investors to store cash
June 12, 2023
New bull market doesn’t take recession off the table
June 12, 2023
Fidelis Capital Partners with Domain Capital Group to Add Timber Assets to Alternative Investment Portfolio
May 10, 2023
The Impact of the Regional Bank Crisis Isn’t Over, Finance Pros Say. What to Watch Next.
March 25, 2023
Thinking of moving your primary residence to a tax-advantaged state? Take these steps
March 28, 2023
Direct Indexing: Effective at Taking Advantage of Volatility
December 08, 2022
Is Starting an RIA in a Qualified Opportunity Zone Right for You?
October 27, 2022
Feeling Squeezed by a Shrinking Portfolio and Rising Debt Costs? Financial Pros Share Advice.
September 28, 2022
Florida Firms Brace for Hurricane Ian
August 22, 2022
Double breakaway. It’s not every day that teams from rival wirehouses exit to launch an independent wealth management firm
August 16, 2022
Former private bankers from Wells Fargo, Bank of America form Fidelis Capital
August 16, 2022
Former 'big bank' competitors team-up to launch Tampa firm
August 16, 2022
BofA, Wells Fargo Veterans Launch RIA
August 16, 2022
Wells, BofA Private Bankers Set Up Fidelis Capital
August 16, 2022
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
August 15, 2022
Advisors With $6 Billion Exit Wells, BofA to Open Independent Wealth Firm
August 15, 2022
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
August 15, 2022
Two Teams From Rival Private Banks Overseeing $6B Launch RIA
August 15, 2022
Private bankers from Wells Fargo, BofA form RIA
Events
2025
February 07
The Honor Foundation's "A Toast To Veterans"
February 07, 2025
2024
December 10
Titan Investors’ 2024 Tampa Bay Active Exchange Conference
December 10, 2024
2024
November 07
Portfolio Summits 2024 Florida RIA Summit
November 07, 2024
2024
April 23
Domain Timber Advisors Annual Meeting
April 23, 2024
2024
April 09
The Honor Foundation Tampa Professional Panel
April 09, 2024
2024
March 21
Harvard Business School Club of Dallas Fireside Chat
March 21, 2024
2024
January 11
Titan Investors Tampa Private Investor Roundtable
January 11, 2024
2023
December 07
Portfolio Summits 2023 Florida RIA Summit
December 07, 2023
2023
November 08
15th Annual Robert Ettleman, DDS “Play for Care Classic”
November 08, 2023
