Florida Office (239) 262-6577

New York Office (585) 383-0180


 

CAS News


Charitable Gifting with the CARES Act

By Kay Anderson, CFP® On March 27th, 2020, the Coronavirus Aid Relief and Economic Securities Act (CARES Act) was signed by the President to provide relief to the nation during the worldwide pandemic. The primary goal was to provide timely economic assistance for individuals, families, small businesses,

READ MORE

Economic Updates

Stay up-to-date on economic conditions and outlook with our analysis and commentary.

Financial Education

Our advisors share their insights and experience on a wide range of financial topics.

Published Articles

Discover our collection of advisor-generated content; featured in local publications.

CAS Team Achievements

Learn more about the recent accomplishments and community involvement of our family team.

Events & Webinars

RSVP to our 2020 Wealth Symposium

On the Lighter Side

Enjoy some fun content about lifestyle and CAS happenings.

Receive weekly updates from your CAS family!