Author Archives: Melissa Gracey

After gathering the documents needed to file annual federal income tax returns, take a moment to review all of your financial accounts before filing those papers away in a drawer. Most importantly, look at how those accounts are titled, who is named as beneficiaries and consider if that information matches with your current life circumstances […]

In this episode, the relatable finance guys discuss financial fraud, particularly the Madoff Ponzi scheme, and the regulations in place to protect investors from future fraud. This includes discussion on the SEC, FINRA and steps to take to keep your money safe.

In this episode, the relatable finance guys assess the current strength of the economy, the outlook for the coming year and how these could impact investable asset returns.

In this episode the relatable finance guys interview Will Beckham from NEA Insurance and discuss the various types of insurance available to individuals and families.

In this episode the relatable finance guys interview Olga Ismail and Jessica Pendergraft about the unique needs of women and how they can protect their financial futures.

In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]

In this episode, the relatable finance guys discuss the old saying “cash is king” in the context of a world of cryptocurrencies, historically low interest rates and global monetary easing.   Securities-Based Line of Credit provided by Raymond James Bank.

In this episode, the relatable finance guys explain which tools are helpful for assessing the economy.

In this episode the relatable finance guys talk to Broward County Vice Mayor Michael Udine about the importance of local government and local economic engines.

In this episode the relatable finance guys share information about the various categories of stocks and indices.