Lawrence Margolin
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05/25/2026
This Memorial Day, we remember those who gave their lives in service to our country.
05/19/2026
When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.
Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.
Strong corporate earnings remain a bright spot in the current market environment. Despite continued geopolitical headwinds and elevated oil prices, the S&P 500 is on track for the sixth straight quarter of profit growth in Q1. Read more in this recent update from the Ameriprise Investment Research Group.
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Address
5200 Town Center Circle Suite 600
Boca Raton, FL
33486
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
