Reading List

Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized. 

Held at the breathtaking Fairchild Tropical Botanic Garden, the evening raised more than $75,000 in support of free civil legal services for low-income individuals and families across Miami-Dade and Monroe Counties.

Building wealth isn’t all sunshine and Instagram-worthy moments. While everyone loves talking about side hustles, passive income and shiny financial freedom, the truth is a bit grittier. There are no shortcuts, no magic formulas and, yes, some tough lessons along the way. Building wealth isn’t all sunshine and Instagram-worthy moments. While everyone loves talking about side hustles, passive income and shiny financial freedom,…

“Insurance is a risk management tool — you should look at all the risks you face and identify what you’re willing to shoulder yourself versus what you want to offload to an insurance company,” said Katherine Sojo, a wealth manager at Evensky & Katz/Foldes Wealth Management in Miami.

CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.