Pickard Poser Wealth Management Group

Pickard Poser Wealth Management Group The Pickard Poser Wealth Management Group is a preeminent team with over 65 years of collective financial management experience.

We bring a holistic approach to our clients by understanding that financial freedom is both about human emotion and strategy.

Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most com...
03/02/2023

Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.

Fraudsters pry on your desire to form close relationships later in life or may scare you to take immediate action by creating false threats of legal action. Many of the scams targeting retirees are impersonation scams where fraudsters gain trust by pretending to be a love interest, family member, go...

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
02/24/2023

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.

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Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance ...
02/23/2023

Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance of financial planning and how it can help you achieve your unique goals.

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.

Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for ta...
02/16/2023

Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.

If the mailing deadline falls on a weekend or holiday, the IRS generally extends the regulatory date to the immediate business day following. *The IRS changed the deadline for delivering the 1099-Consolidated Forms from January 31 to February 15. As in the past, we expect to receive a 30-day extensi...

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
02/15/2023

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.

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The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, a...
02/09/2023

The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.

While the SECURE Act 2.0 (the Act) is not the game changer that the original SECURE Act was, there are many provisions that will affect IRA owners, retirement plan participants, and plan providers. Its goals are many, including helping small businesses set up retirement plans and making it easier fo...

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
02/09/2023

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.

Friday’s impressive labor market report is a good news/bad news story.

Our Investment Strategy Group discusses the role risk tolerance and investment time horizon have when making small-cap i...
02/08/2023

Our Investment Strategy Group discusses the role risk tolerance and investment time horizon have when making small-cap investments as part of your overall portfolio diversification.

Where an investor falls on the large-cap vs. small-cap debate normally aligns with their risk appetite.

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
02/02/2023

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.

The incoming economic readings remain consistent with an economy that is losing momentum, but still growing.

Tax scams tend to spike from December through April. Protect yourself and read more about some of the most common tax sc...
02/02/2023

Tax scams tend to spike from December through April. Protect yourself and read more about some of the most common tax scams.

Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

Our Investment Strategy Group reviews historical instances where the U.S. reached its debt ceiling and what it means for...
01/31/2023

Our Investment Strategy Group reviews historical instances where the U.S. reached its debt ceiling and what it means for investors.

Once again, as has happened multiple times through the years, headlines are increasing about the potential ills of the U.S. running afoul of its debt limit.

What happens when the U.S. hits its debt ceiling and what does it mean for the bond market? Learn more in this article f...
01/30/2023

What happens when the U.S. hits its debt ceiling and what does it mean for the bond market? Learn more in this article from our Investment Strategy Group.

The “debt ceiling” is a legal limit set by Congress on the amount of total debt the U.S. Treasury Department maintains.

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200 SW 1st Avenue, Suite 900
Fort Lauderdale, FL

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+19547624400

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