Podcasts by Aviance Capital Partners | Financial Advisor Florida

A Year-End Tax Checklist for High-Net-Worth Individuals from 2023-12-04T16:40:14

Use our year-end tax checklist as your guide as you work to lower your tax burden and keep more of your hard-earned money as a high-net-worth individual.

Three Benefits of Gifting Your Grandchildren Trusts from 2023-11-27T17:59:32

Gifting your grandchildren trusts can be a smart way to provide financial security for generations, so read on to learn the benefits and advantages.

The Benefits of a Donor-Advised Fund from 2023-11-06T17:54:34

If you are you considering how best to maximize charitable giving, consider these donor-advised fund benefits as you pursue your philanthropic goals.

5 Factors to Consider Before Claiming Your Social Security Benefits from 2023-10-30T15:09:33

By building a strong Social Security benefits strategy, you can help unlock the full potential of your retirement income.

Financial Tips for First-Generation Wealth Builders from 2023-10-09T17:29:41

By leveraging these established strategies, first-generation wealth builders can help achieve their long-term goals and leave behind a powerful legacy.

Do You Have a Retirement Income Strategy? from 2023-09-27T12:40:30

By mastering the art of retirement income planning, you may be able to enhance your chances at enjoying financial peace of mind throughout your golden years.

Tips for Retirement Planning in Your Sixties from 2023-09-18T19:47:17

Learn how to navigate retirement planning in your sixties with confidence and help set yourself up for lasting financial success.

Financial Communication: Tips for Discussing Money with Your Aging Parents from 2023-08-28T20:09:08

Discover essential tips on how to approach discussing money with aging parents, enhancing their financial well-being and family stability during transitions.

Managing Difficult Emotions During Estate Planning from 2023-08-07T14:41:04

Discover effective strategies to manage difficult estate planning emotions as you plan for the future, and gain a smoother process and more peace of mind.

Investment Commentary: August 2023 from 2023-08-04T18:43:02

When consumers are feeling good, they are typically spending money. Further, when consumers transition from feeling quite cautious to feeling better, what often follows is the start of a new econom...

Ask Yourself These Three Questions Before You Develop Your Estate Plan from 2023-08-02T18:50:01

Explore three estate planning questions to help you uncover the significance of creating a comprehensive estate plan to ensure your wishes are honored.

Inflation has you concerned? from 2022-04-08T12:09:13

If inflation has you concerned, you are not alone. Americans across the country are foregoing everyday purchases to make their money last. Check out this article by The Wall Street Journal to le...

April is Autism Awareness Month: Here’s How You Can Get Involved from 2022-04-01T18:57:36

The month of April typically brings thoughts of tax returns due, but there is a lot more to this month. April is also Autism Awareness Month, a topic we feel passionate about here at Aviance Cap...

Why We Work with Military Families&Veterans from 2022-03-24T14:01:19

After serving our country, military families and veterans deserve the peace of mind that comes with financial security. Unfortunately, there is often a huge gap between the financial planning re...

Are You Ready for Tax Season? from 2022-03-10T17:56:20

Tax season officially started on January 24th, and while you still have some time to file your return, it’s not helpful to leave it until the last minute. Several COVID-19 related tax provisions...

Happy International Women’s Day from Aviance Capital Partners! from 2022-03-08T14:54:39

(photo: Samantha Beauvais, Casey Farrow, Alisha Danno) International Women’s Day is celebrated globally on March 8th. First observed in America in 1909, it is meant to uplift women and all that ...

Why Panicking About the Stock Market Is Not Worth It from 2022-02-24T19:30:12

If you’ve been following the ongoing market volatility and watching with worry as the value of stocks plummet, you are not alone. Given recent events, it’s not unreasonable to feel anxious about...

How To Create a Solid Financial Plan for the New Year from 2022-02-10T22:16:41

With the New Year comes new resolutions and promises to save more money, spend less, and get in financial shape. These goals are admirable but can often be difficult to maintain throughout the e...

February 2022 Commentary from 2022-01-31T22:26:09

Inflation is now at the front-and-center of today’s economic story. The Federal Reserve’s (the Fed’s) ability to control inflation is generally thought to be a function of lowering and raising o...

December Webcast from 2021-12-17T13:19:39

Please join us as Michael and Jack discuss supply-chain issues, inflation, the potential for rising interest rates, and opportunities in the stock market. Also, it’s year-end tax planning ...

September Webcast from 2021-09-02T14:58:30

Please join us as we discuss a variety of topics related to the economy, markets, and potential changes in taxes.

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When Do-It-Yourself Just Won’t Do from 2021-08-31T15:06:48

“I can probably handle it.” Famous last words (mine to be exact) regarding more than one home improvement project I attempted to save some money on by doing it myself. With HGTV a constant remin...

August 2021 Commentary from 2021-08-02T11:38:06

We suspect inflation will be above average for the next couple years ~ perhaps in the 2% to 5% range.  The inflationary factors we believe are present are: Stimulative Federal Reserve (monetary)...

Why a Financial Advisor Should be the First Person You Speak with About a New Home Purchase from 2021-07-16T10:24:49

The title of this article is bound to ruffle some feathers – in fact, I would expect that many real estate agents are bristling as they read this. However, I believe whole-heartedly that before ...

Why You Should Want a Relationship with Your Financial Advisor from 2021-06-18T20:01:26

It’s no secret that over the past few decades the average person has changed the way they shop for everything from cars to groceries. The internet and other developments have made the process of...

June Webcast from 2021-06-09T11:17:04

With the economy back on track, we consider the prospects of inflation, market valuation, and the potentially increasing taxes.

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April 2021 Commentary from 2021-04-19T22:43:34

Executive Summary The U.S. economy is primed to rally. Coupled with other factors, upward pressure will likely be applied to the yield of the 10-year Treasury Bond, a barometer for long-term ris...

“What if I don’t have financial goals?” from 2021-03-19T17:26:46

One of the most fulfilling aspects of the Financial Planning profession is helping clients realize their financial goals.  After all, providing peace of mind regarding retirement, education fund...

March Webcast from 2021-03-10T00:25:13

As the number of Coronavirus cases drops the economy is poised to grow. Meanwhile investors need to consider the threat of rising interest rates and a high market valuation. We discuss these top...

Why Financial Planning is for Everyone from 2021-03-05T19:20:57

I had a great conversation this weekend with a prospective client about Aviance’s financial planning process and whether it made sense for their personal circumstances. The more I described what...

January 2021 Market Commentary from 2021-01-17T14:01:19

Despite a wrenching year of political, pandemic, and economic upheaval the stock market (S&P 500) returned +18.4% in 2020. This is nearly double its long-term 15-year average of +9.6%.  Inde...

2020 Commentary & Webcasts from 2020-12-31T14:42:05

October 2020 Commentary (click here)   July 2020 Commentary (click here) January 2020 Commentary (click here)

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Episode 03: How COVID-19 is impacting our thoughts on the markets from 2020-03-27T15:33:48

Join Matthew Johnson, CFP, Jack Brown, CFA, James Neel, CFA and Micheal Chapman, CFA as they discuss COVID-19 and the markets.

Episode 02: COVID-19 Market Update from 2020-03-18T21:59:41

In an effort to keep our clients well informed, we wanted to share Aviance Capital Partner’s Chief Investment Officer Jack Brown’s thoughts on the current market as of today March 18th, 2020.

2019 Commentary & Webcasts from 2019-12-31T14:44:15

Read our newsletter:  November 2019 Commentary Read our newsletter:  July 2019 Commentary Read our newsletter:  April 2019 Commentary Read our newsletter:  January 2019 Commentary

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Episode 01: Thoughts on the markets from 2019-11-26T16:33:47

Jack Brown, CFA presents his thoughts on the markets and the economy.

2018 Commentary & Webcasts from 2018-12-31T14:52:44

Read our newsletter:  October 2018 Commentary Read our newsletter:  July 2018 Commentary Read our newsletter:  April 2018 Commentary Read our newsletter: January 2018 Commentary

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2017 Commentary & Webcasts from 2017-12-31T14:55:39

Read our newsletter:  October 2017 Newsletter Read our newsletter:  July 2017 Newsletter Read our newsletter:  April 2017 Newsletter

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2016 Commentary & Webcasts from 2016-12-31T14:59:04

Read our newsletter:  January 2017 Newsletter Read our newsletter:  October 2016 Newsletter Read our newsletter: July 2016 Newsletter Read our newsletter: April 2016 Newsletter

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2015 (and prior) Commentary & Webcasts from 2015-12-31T15:02:27

Read our newsletter: January 2016 Newsletter   Read our newsletter: October 2015 Newsletter Read our newsletter: July 2015 Newsletter Read our newsletter: April 2015 Newsletter Read our new...