Asset Allocation 101

By Julie Neitzel Financial markets have experienced considerable volatility over the last few years. Given these challenging times, it’s easy to forget the rationale for your current investment portfolio holdings

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Cali’s Quest

Calixto Garcia-Velez, deep-pockets parent propel growth at FirstBank Florida By Kevin Gale FirstBank Florida isn’t afraid to chart its own course in banking. The bank is pushing ahead in the

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The Big Switch

Success stories and obstacles in getting financial services firms to relocate By Kevin Gale Some South Florida business people are skeptical about the push to recruit financial services firms, saying,

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The Big Squeeze

Uncertainty is the watchword for South Florida’s community banks as they grapple with the banking reform regulations resulting from the Dodd-Frank Act. Dodd-Frank already has more than 5,000 pages of

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