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Monday, November 18, 2019

The Week on Wall StreetStock benchmarks were little changed for much of last week, but a rally occurred Friday after news broke that the U.S. and China could be closing in on the first phase of a new trade pact. At Friday's close, the...

 

Monday, November 11, 2019

The Week on Wall Street Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE...

 

Monday, November 4, 2019

The Week on Wall Street A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week...

 

Monday, October 28, 2019

The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...

 

Monday, October 21, 2019

The Week on Wall Street Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips...

 

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Monday, October 14, 2019

The Week on Wall Street Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the...

 

Monday, October 7, 2019

The Week on Wall Street The fourth quarter started with a mixed week for equities. The Dow Jones Industrial Average lost 0.92% for the week; the S&P 500, 0.33%. In contrast, the Nasdaq Composite improved 0.54%. Overseas stocks pulled...

 

Monday, September 30, 2019

The Week on Wall Street Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China, and shift the focus...

 

Monday, September 23, 2019

The Week on Wall Street Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the...

 

Monday, September 16, 2019

The Week on Wall Street Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average.[1] Small-cap shares, as...

 

Monday, September 9, 2019

The Week on Wall Street Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut...

 

Tuesday, September 3, 2019

The Week on Wall Street Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China's government communicated that it...

 

Monday, August 26, 2019

The Week on Wall Street Traders assumed that the week's biggest news event would be Federal Reserve Chairman Jerome Powell's speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by announcing new...

 

Monday, August 19, 2019

The Week on Wall Street U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1...

 

Monday, August 12, 2019

The Week on Wall Street Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday's closing bell, the S&P 500 had regained all its Monday losses - but it...

 

Monday, August 5, 2019

The Week on Wall Street Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street's expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the...

 

Monday, July 29, 2019

The Week on Wall Street Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve's next announcement about interest rates. Stocks rose for the week;...

 

Monday, July 22, 2019

The Week on Wall Street Stock benchmarks retreated during the first week of the second-quarter earnings season. As some big names shared quarterly results, investors seemed more interested in what might happen at the Federal Reserve's...

 

Tuesday, December 18, 2018

Our firm has an immediate need for a Training Coordinator. The successful candidate will be responsible for coordinating all aspects of our advisor training program. We’re looking for a self-starting professional who can jump in...

 

Monday, October 8, 2018

Do you like to give to local or national charities? Check out this article that features our CEO, Jeremy Straub on what to know before you donate in SELF : https://www.self...

 

Monday, August 13, 2018

Coral Gables, FL (July 25, 2018) – Coastal Wealth is slated to host its “Su Negocio” Financial Workshop: Assisting Latino Small Business Owners, on Friday, August 17th, 2018 at The Biltmore Hotel in Coral Gables. Su...

 

Tuesday, August 7, 2018

Big spender? Bad tipper? Your partner’s finances may be a relationship forecast. Jeremy Straub, our CEO spoke with CNBC about finances and relationships. Read the full article here: https://www.cnbc...

 

Tuesday, July 31, 2018

Fort Lauderdale, FL (July 12, 2018) – Coastal Wealth recently launched a new campaign to revitalize its team and broaden its alliances within the Miami market. The six-month campaign began July 2018 and includes social and...

 

Thursday, July 19, 2018

Our CEO, Jeremy Straub was recently featured in Thrive Global on how diversity training programs help you to break down barriers. Click here to read the full interview: https://www.thriveglobal...

 

Friday, July 13, 2018

MEDIA CONTACT: Lais Pontes lais@thepontesgroup.com | 954-960-6083 Beacon Financial & Insurance Solutions Joins Coastal Wealth Fort Lauderdale, FL (July 13, 2018) – Beacon Financial & Insurance Solution has announced it will be...

 

Thursday, June 28, 2018

Our CEO, Jeremy Straub was recently featured on Inside South Florida where he spoke about Midyear Financial Tips. Click here to watch!

 

Thursday, June 28, 2018

Meet Jeremy Straub of Coastal Wealth in Fort Lauderdale View the full article here Today we’d like to introduce you to Jeremy Straub. Jeremy, please share your story with us. How did you get to where you are today?I started out...

 

Monday, June 25, 2018

The Leukemia & Lymphoma Society receives $10,000 MassMutual Foundation Grant Miami, Florida, 6/18/2018 - The Leukemia & Lymphoma Society has received a $10,000 grant from the MassMutual Foundation as part of a national Community...

 

Thursday, May 24, 2018

"Drive innovation for your teams while mitigating risks is essential in a CFOs role today - Max Farahani REad the full article here: https://www.bizjournals...

 

Thursday, May 24, 2018

Our CEO, Jeremy Straub, sat down with Thrive Global to share Leadership Lessons learned from running Coastal Wealth. #1 Tip – "Ask the right questions.” Check out the full story here: https://medium...

 

Monday, April 23, 2018

Fort Lauderdale, Fla. (April 10, 2019) - Coastal Wealth will sponsor South Florida Business Journal’s 21st annual Business of the Year Awards Ceremony on April 26th at Jungle Island in Miami. The Business of the Year award...

 

Friday, April 6, 2018

TAMPA, FL. -- Members of Coastal Wealth attended Unsigned Preps’ 3rd Annual Dinner and Fundraiser February 23, 2018 at the Centre Club in Tampa, raising more than $20,000, to support student athletes for their academic and...

 

Monday, January 1, 2018

Fort Lauderdale, FL, January 1, 2018– Coastal Wealth, a member of the MassMutual Financial Group, has announced the promotion of Neil Weiss to Managing Partner of the Palm Beaches. Neil, who started in the industry 25 years ago...

 

Monday, January 1, 2018

Fort Lauderdale, FL, January 1, 2018– Coastal Wealth, a member of the MassMutual Financial Group, has announced the promotion of James Madera to Managing Partner year. “Jim has over 35 years of experience in the industry...

 

Sunday, December 31, 2017

As the holiday season kicked into full gear, our advisors and staff stepped up to the plate to help those less fortunate by collecting toys for Family Central. Jeremy Straub, CEO of Coastal Wealth, who chaired this year’s toy...

 

Friday, December 1, 2017

Alejandro Mendieta was honored at the 2017 Hispanic Heritage Awards by the Boys Scouts of America. Alejandro is a Managing Director at Coastal Wealth, a member of the MassMutual Financial Group. The Hispanic Heritage Awards coincides...

 

Wednesday, November 1, 2017

FORT LAUDERDALE, Fla. (Oct. 26, 2017) – Coastal Wealth, a member of the MassMutual Financial Group, has announced the acquisition of Arven Financial, a Miami-based financial firm focused on insurance and estate planning. Founded...

 

Monday, October 23, 2017

Lifetime Planning Income By Howard Wolkowitz How do you create an income stream that you cannot outlive? Lifetime income planning considers your assets; your liabilities; and your potential, possible, and predictable income during...

 

Monday, October 9, 2017

Coastal Wealth, a member of the MassMutual Financial Group, recently unveiled its new website to better serve its financial planning customers through the use of cutting edge technology. We...

 

Tuesday, August 29, 2017

Real Estate Developers are often in a favorable income tax position due to depreciation and other income tax deductions that shelter a great deal of their income. This is particularly true during the early years of a project. Because...