Financial Planning in Florida

Florida Financial Planning

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Florida Financial Planning Businesses
Eleven O'Clock Associates, LLC, Life Insurance, Financial Planning, Debt Management, Estero, Florida
23190 Fashion Dr., #214
Estero, FL 33928
(877) 700-9911
You’ve worked hard for your money, but now you need experienced, professional financial advice to make sure you're managing it properly. Eleven O’clock Associates, LLC is an asset and financial services firm providing personalized, goal-...
Target Portfolios, Estero, Florida
EOA Target PortfoliosWe offer an array of target portfolios. The purpose is to create appropriate investments for individual needs.We see diversification as an essential tool for cre...read more
Two Charts on the S&P 500 Behavior, Estero, Florida
Two Charts...Worth Two Thousand Words?Best Regards,Dan McConlogue, AIFread more
Risk Capacity Survey - What's Your Risk Number?, Estero, Florida
Risk Capacity SurveyFinancial Risk Capacity - a unique measure of how much risk one prefers to manage.Begin the survey to find your financial risk capacity. A score will be made avai...read more
Why work with an RIA?, Estero, Florida
There are many financial products in the market, and so choosing the ones that best meet an individual's needs can be complicated. Informed decisions about the products in any portf...read more
Larry Swedroe: It's OK To Ignore Your Portfolio, Estero, Florida
Dear Friends and Fellow Investment Pilgrims, We bring you greetings and salutations from one of our favorite writers, Mr. Larry Swedroe - a giant in the retirement planning rese...read more
What Is The Most Searched Term On Google Regarding Personal Investing?, Estero, Florida
“I believe that a successful advisor should be judged not based on whether they were able to keep you out of a bear market, but whether they are able to keep you in”So says my pen pa...read more
What’s the Big Deal About Greece?, Estero, Florida
Time for a month-end quiz:1. When did the current ‘crisis’ in Greece begin?a. 2009b. 2011c. 2013d.2 0152. How many times since the mid-1800’s has Greece defaulted on its debt?a. 1b. ...read more
Why work with an RIA?, Estero, Florida
There are many financial products in the market, and so choosing the ones that best meet an individual's needs can be complicated. Informed decisions about the products in any portf...read more
Does My Allocation Match My Needs, Goals, and Tolerances?, Estero, Florida
Question # 1: Does My Allocation Match My Needs, Goals, and Tolerances?In a recent interview conducted by Goldman Sachs with Nobel-prize winning economist Robert Shiller, this statem...read more
​The Circus of What’s Working Now by Joshua M Brown, Estero, Florida
The Circus of What’s Working Nowby Joshua M Brown Josh Brown aka the ‘Reformed Broker’ with another interesting post.I had dinner last weekend with a financial advisor friend who wo...read more
Diversified investing and planning for your individual and business needs, Estero, Florida
Eleven O'Clock Associates Services: Managing qualified retirement plans: 401(k), IRA, Roth IRA, and College SavingsGoal oriented financial planningGlobal perspective asset management...read more
Investing to fund our goals comes with a great many possible outcomes.  , Estero, Florida
Investing to fund our goals (much like life itself) comes with a great many possible outcomes. Each of our financial planning outcomes can be assigned a probability of occurring. For...read more
With the Benefit of Hindsight - Morgan Housel, Financial Writer, Estero, Florida
Let Us Pause For a MomentOne of the better financial writers of our time is Morgan Housel who writes for Motley Fool. His latest post is just terrific – and I’ve copied a link to it ...read more
Fixed Income Enters a New Age, Estero, Florida
The yield on the 10 year Treasury bond has gone from 1.67% at the beginning of February to 2.2% today – March 6th. That is roughly a 32% increase in yield – at the expense of the ‘p...read more
The Benefit of Standing Still, Estero, Florida
Two things crossed my desk this past week that I’d like to share – one on investor behavior, one on where we are now in the Fixed Income markets. I thought this behavioral article sh...read more
‘Thinking Fast, Thinking Slow’, Estero, Florida
‘Thinking Fast, Thinking Slow’That’s the title of a book by renowned behavioral psychologist (and Nobel Prize winner) Daniel Kanheman – and at its heart it is a cautionary tale of ju...read more