Welcome to Associated's "Meet the Advisors" blog series where our financial advisors will provide insightful commentary on their career, client approach, current market news, and other engaging topics. Starting off are Patrick Farrell...
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Thursday, February 4, 2021
Super Bowl Week serves as more than just a battle against the two best teams in the NFL – it’s the annual celebration of football for players, coaches, partners, fans, and the sports business community. The Super Bowl host...
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Associated Investors' Evan Vladem recently analyzed the market forces driving the GameStop short squeeze and how this affects both short-term and long-term financial strategies. <iframe width="560" height="315" src="https://www...
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WealthManagement.com recently interviewed Associated Investor's Patrick Farrell regarding his decision to join the firm. Farrell provides insightful commentary on the market realities that lead towards making this transition in...
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Securities America-Affiliated South Florida Wealth Management Firm Welcomes Former CEO of Investacorp Patrick Farrell and former CCO of Investacorp Marcus Arneaud FORT LAUDERDALE, FL – January 28, 2021 – Associated...
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Associated Investors’ Evan Vladem recently commented on Redfin’s homebuying blog post entitled, “Expert Tips for Becoming a Homeowner in 2021.” The blog provides different perspectives from national real estate...
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A tumultuous year has drawn to a close. 2020 provided an unexpected journey full of doubt and immeasurable loss. Yet, despite the uncertainty, the entire Associated family worked together to keep our doors open while continuing to...
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Times are changing. What once was a taboo subject across college campuses, the discussion around college athletes being able to profit from their Name, Image, and Likeness (NIL) is now front and center. As the federal government,...
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Associated Investor Services (“Associated”) proudly announces its partnership with WellCents, a comprehensive worksite platform focused on exceeding the financial wellness goals of a company’s employees. 2021 will...
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If 2020 has taught us anything it is that seismic global events like a pandemic can have a direct impact on everyone’s daily lives including their financial well-being. The job insecurity and market instability created by the...
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If there is one lesson to be taken from such a volatile year it is that financial wellness represents a key concern for businesses and employees alike. While many companies agree with that proposition including feeling directly...
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The ongoing clamor of support for college athletes being able to profit from their name, image and likeness ("NIL") rose to a fever pitch in recent years. As a result, states enacted regulations permitting college athletes to do so...
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Financial Wellness defines everyone’s financial decision-making process. Whether consciously or not, the concept of financial wellness shapes important considerations such as where to invest, how to manage retirement, and how...
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Fort Lauderdale—Associated Investor Services (“Associated”) proudly announces its sponsorship of this year’s Neostar Breaking Into Sports (“BIS”) virtual seminar.
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Tuesday, August 18, 2020
In the latest edition of A Cup of Coffee with Associated, Travis Ruane discusses options and steps to consider with old 401k accounts.
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Monday, August 10, 2020
Look yourself in the mirror, dig deep, and ask yourself honestly – Is it worth it? There is an immense amount of school pride at play here. This is an entire movement that comes with a lot of pressure and opportunity costs to...
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In the latest episode of A Cup of Coffee with Associated, Benefits Practice Leader Logan Mondshein discusses how businesses can take their employee benefits virtual.
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With questions looming in the economy, a whipsawing market and a presidential election on the horizon, Associated opened it’s AIS Market “Think Tank Tuesday” for the first time ever to the public on Tuesday, July 21,...
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Here's a strategy for NFL players to help them maximize their 401(k)-plan benefit and get a jump start on their decision to pay themselves first.
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If you are like most small employers, you are always looking for ways to control your group health insurance costs. Employers with at least ten full-time employees are exploring other funding options in the insurance market that will...
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Associated's Travis Ruane gives tips for Retirement Plan Sponsors and Plan Participants regarding The CARES Act.
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Mondshein previously worked in the Employee Benefits Division at Associated from 2010-2012. Following his time at Associated, Mondshein worked for two of the largest health insurance carriers in the country, Humana and United Healthcare.
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We'd like to share two useful tools to creating a return to work action plan. Included is a Guide to Creating a Return to Work Action Plan and a Sample Return to Work Action Plan.
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Last month, Associated Financial Consultants and Investor Services unexpectedly lost a family member. Marc Weiss passed away on Saturday, April 4, 2020 from a health issue, unrelated to the coronavirus. Marc was a beloved, longtime...
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While many are focusing on The CARES Act’s one-time relief payment of $1,200 or $2,400 (plus $500 for each qualified child), 401K/403B/457 participants and IRA owners may wish to focus on the provisions which loosen access to...
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To our valued clients, friends and family, In light of recent worldwide events which have had significant impact on the markets, we wanted to remind you that we are here to support you as we navigate these times of uncertainty....
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Monday, March 16, 2020
On Sunday, March 15, 2020, the new NFL CBA was approved through 2030. The vote was certainly a close margin (1,019 to 959). While some players may still be debating the contents of the deal (and it may contain some decisions that are...
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Associated Financial Consultants & Investor Services add two veteran advisors including former Dolphins safety Shawn Wooden, retirement specialist Travis Ruane Former Miami Dolphins safety Shawn Wooden and retirement plan specialist...
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Monday, June 3, 2019
“Evan Vladem and I attended the NFLPA Joint Conference for Registered Player Financial Advisors and Agents in April. The focus was preparing players for a possible work stoppage. All bets are off as to what may happen in 2020...
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Wednesday, July 18, 2018
Associated’s Corral joins select group after NFLPA Regulations and Code of Conduct governing Registered Player Financial Advisors and Eligibility Requirements were tightened.
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Wednesday, July 11, 2018
Associated Financial Consultants & Investor Services is proud to announce the launch of its new website and brand refresh. The refresh brings the independent financial services and employee benefits firm back to its traditional logo.
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Wednesday, May 23, 2018
There is no doubt about it. Technology is playing a major impact on the business of financial advisors. As a matter of fact, it’s disrupting every industry. Over the past two weeks, I traveled coast to coast, spending time at...
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Envestnet Managing Director Bill Seuffert and Paul with EIOC Vision Award. NEW ORLEANS - As part of its ongoing commitment to helping ensure the success of the financial services industry, Envestnet (NYSE: ENV) announced the winners of...
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Thursday, March 29, 2018
FT. LAUDERDALE, FL – For the eighth consecutive year, Paul Vladem, President of Associated Investors Services, joined the nation’s top independent financial advisors at the Barron’s Top Independent Advisors Summit in...
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Tuesday, March 27, 2018
After nearly a decade of working in the sports industry, Evan Vladem made a calculated decision to pivot and become a financial advisor. His journey after joining Associated was featured by WealthManagement.com. You can view the...
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