Strategic Planning
For Publix® Professionals

When the rest of life gets complicated, we want to ensure your finances do not. As Publix® professionals, our goal in partnering with you is to provide unbiased advice and strategic planning tailored to your unique financial plan.

Download our "Publix®: Retire Ready" Guide

With nearly a decade of portfolio management and financial planning experience, Michael Scott, CFA strives to empower Publix® professionals by providing them with the tools they need to make sound financial decisions.

In our PDF guide, Michael has outlined a timeline of events and retirement considerations for you to apply within your own financial life planning. Regardless of where you are on your path to financial success, our retire ready guide can help!

Recent Posts from the Publix® Blog

As the first quarter of the year came to an end on March 29th, the market began to take a breather. After a blistering 2023 where the S&P 500 surged 26%, the S&P 500 continued that run in the beginning of 2024 to end March up over 10%. Though the market had a strong start, some cracks were beginning to show in the rally and in the two weeks to start the second quarter, the S&P 500 has pulled back to mid-single digits. To look at what’s driving these market movements and determine what the rest of the year might look like it's important to review the current economic conditions.
2024 is a monumental election year. Though, it's probably not for the reason you’re thinking right now. In 2024, 64 countries around the globe will hold elections representing about 49% of the world’s population, according to an article in TIME. The most of all time. One of those countries holding elections this year is the US and there are many important issues for voters to consider: foreign policy, border security, healthcare, social security and medicare, and much more. Notably, I did not mention one topic- the economy. I am going to make a controversial statement- the economy and markets will be fine over time regardless of the outcome of the 2024 elections. 

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