Financial Planning

Telfair Museums to Debut Landmark “Spanish Sojourns” Exhibition  at Jepson Center Beginning October 18
Art, Art Gallery, Art Shows, featured, Financial Planning

Telfair Museums to Debut Landmark “Spanish Sojourns” Exhibition at Jepson Center Beginning October 18

Telfair Museums, one of the South’s premier art museums, is pleased to present the landmark exhibition “Spanish Sojourns: Robert Henri and the Spirit of Spain” October 18, 2013 through March 9, 2014 at the Jepson Center, located at 207 W. York St. on Telfair Square in Savannah, Ga. Organized by […]

Medallion  Financial  Corp.  Forms Fine Art Lending Company:Former Sotheby’s Lending Executive Joins to Head Division
Art, featured, Financial Planning, Investments

Medallion Financial Corp. Forms Fine Art Lending Company:Former Sotheby’s Lending Executive Joins to Head Division

Medallion Financial Corp., a publicly traded specialty finance company (Nasdaq: TAXI), has launched Medallion Fine Art Inc., to make loans secured by paintings and other works of art. The New York-based division will lend to private art collectors and art dealers. “The search for unique investment opportunities, a sudden need […]

featured, Financial Planning, Investments

Women, Money, and Today’s Retirement Courtesy of: The Lansat Group Branch Name: Morgan Stanley West Palm Beach Branch

Women, Money, and Today’s Retirement Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures. Recognizing the Shortfalls For starters, women on average still earn less than men, according to the Department […]

Financial Planning, Investments

Children and Wealth: Important Lessons Start Early in Life [email protected] [email protected] [email protected] Morgan Stanley Smith Barney LLC. Member SIPC. 777 S. Flagler Drive, Suite 700 West Palm Beach FL 33401 561-820-2340

Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about managing and preserving wealth to the younger generation. However, you want the […]

Women, Wealth, and Legacy Planning
Financial Planning, Investments

Women, Wealth, and Legacy Planning

Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Women need to be involved, informed, and comfortable with their role as guardians of family […]