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Interviews, articles and publications Hoffman Private Wealth Group have written or been quoted in.



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2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/Single_Again_Four_Financial_Tips_for_Managing_the_Loss_of_a_Spouse.pdf Single Again: Four Financial Tips for Managing the Loss of a Spouse August 13, 2018
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/Physicians_and_Dentists_Unique_Needs_and_Concerns.pdf Physicians and Dentists – Unique Needs and Concerns August 13, 2018
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/Affluent_Retirees_WW_edit.pdf Working with Affluent Retirees August 15, 2018
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/Considerations_for_working_with_business_owners.pdf Considerations for Working with Business Owners August 17, 2018
cnbc%7E003.png https://www.cnbc.com/2018/08/27/if-you-want-to-get-ahead-drop-these-five-financial-habits.html CNBC "Five financial habits you need to change ASAP" August 27, 2018
cnbc%7E003.png https://www.cnbc.com/2018/09/10/idly-looking-at-social-media-can-lead-to-overspending.html CNBC "The best things in life may not be free, if you spend a lot of time on social media" September 10, 2018
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG

/files/93841/2224978%20Eight%20tips%20for%20a%20happier%20retirement%20(approved%209.11.2018).pdf

8 Tips for a Happier Retirement September 11, 2018
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/2235745%20Working%20with%20divorced%20and%20survivors%20(approved%209.11.2018).pdf Working with Women Getting a Divorce or After a Spouse Dies September 11, 2018
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/2235741%205%20Tips%20for%20parents%20(apporved%209.12.2018).pdf 5 Tips to Help Parents Get Their Child Related Expenses Under Control September 12, 2018
wealth%20management%20logo.png https://www.wealthmanagement.com/equities/five-reasons-i-choose-invest-individual-equities Wealth Management "5 Reasons for Individual Equities" September 20, 2018
american_express_logo_wordmark_detail.png https://www.americanexpress.com/en-us/business/trends-and-insights/articles/how-cash-flow-analysis-can-help-you-manage-your-dental-practices-cash-flow/ How Cash-Flow Analysis Can Help You Manage Your Dental Practice's Cash Flow March 18, 2019
ibd-logo.png https://www.investors.com/financial-advisors/how-advisors-get-clients-to-rethink-unhealthy-attitudes-about-risk/ How Advisors Get Clients To Rethink Unhealthy Attitudes About Risk May 17, 2019
cnbc%7E003.png https://www.cnbc.com/2019/07/30/looking-at-instagram-or-pinterest-could-take-a-bite-out-of-your-wallet.html Doing this one thing almost guarantees you'll spend more money than you want to

 

July 30, 2019
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/2744678%20How%20much%20do%20CDs%20Cost%20(approved%2010.1.2019).pdf How Much Do CDs and Fixed Annuities Really Cost? October 3, 2019
2262895%20Hoffman%20Private%20Wealth%20Group%20Logo%20(Approved%2010.3.18).PNG /files/93841/2769178%20Where%20to%20Invest%20for%20Growth%20(approved%2010.14.2019).pdf Where to Look for Opportunities for Growth October 14, 2019
 

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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Todd Hoffman and not necessarily those of Raymond James. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and investors may incur a profit or a loss. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. In a fee-based account client pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification. Dividends are not guaranteed and a company's future ability to pay dividends may be limited.