MARKET WORRIES?… REGISTER HERE FOR OUR EDUCATIONAL VIDEO SERIES

CLIENT EDUCATION IS OUR #1 PRIORITY! LEARN ABOUT THE COLOR OF MONEY IN YOUR FINANCIAL HOUSE . Frank Ragonese, Ph.D., whose clients call him “Dr. Frank,” is the founder and CEO of Pelican Wealth Advisors, LLC, a fiduciary, Registered Investment Advisor firm. Dr. Frank was a college professor in his early career, has 15 patents, a…

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THE ANNUITY: HOW TO GET INCOME FOR LIFE

There is a lot of negative press surrounding annuities that is not justified. Most of revolves around high fees, agent commission incentives, lack of liquidity, etc. I can tell you honestly from many years of experience studying various types of annuities that these products play a significant role in producing lifetime income that…

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OUR STRATEGIC INVESTMENT PORTFOLIO

Our “Strategic Investment Portfolio Strategy” (SIPS) consists of equities designed for growth over a 3-5 year horizon.  This strategy utilizes mutual funds which are selected from a list of over 17,000 funds using a proprietary process. As a fiduciary investment firm, PWA is free of any conflicts of interest in choosing mutual funds….

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OUR TACTICAL INVESTMENT PORTFOLIO

The TIPS portfolio is a “Tactical Investment Portfolio Strategy” that is growth oriented and more actively traded than either the SIPS portfolio. It’s objective is to take advantage of “opportunity trades”  using Exchange Traded Funds (ETF’s) that move either in tandem or opposite to the major market indices.  For example, if the S&P…

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RETIREES: WATCH OUT FOR TAXES

If you’re near retirement, you may be looking forward to the day when taxes get simpler. You could be disappointed. “The tax return changes drastically when you go from a working mode to a retired mode,” says Ed Phelps, an IRA expert from Miami. Of course, everyone’s tax situation is different, but here are some tax…

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ESTATE PLANNING: READ THIS BEFORE YOU DIE

What you need to know about estate planning, including why you may need a will and assigning a power of attorney. 1. No matter your net worth, it’s important to have a basic estate plan in place. Such a plan ensures that your family and financial goals are met after you die. 2….

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