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  • Individual Stock Risk

    Individual Stock Risk

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    We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is…

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  • Celebrating Yesenia Realejo: HMHB 2024 Mother of the Year

    Celebrating Yesenia Realejo: HMHB 2024 Mother of the Year

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    We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County. This recognition is a testament…

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  • Marianela Collado Appointed as Treasurer of NAWBO South Florida Chapter

    Marianela Collado Appointed as Treasurer of NAWBO South Florida Chapter

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    We are thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has been appointed as the Treasurer of the National Association of Women Business Owners (NAWBO) South Florida Chapter!  Founded in 1975, NAWBO’s mission is…

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