Connects is a monthly newsletter of Poinciana Advisors Group, LLC and The BAM ALLIANCE, reflecting relevant monthly topics for high net-worth individuals and families. We produce related communications, seminars and customized events for our clients. For further information, please contact us.


Current Issue


June 2024

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Goals - whether they are personal, professional or financial -- give us a  target to aim for, as we strive for significant accomplishments. Values help define what we believe to be most meaningful, and can provide the standards for how we live.


This month's Connects looks at values and goals from different angles and the importance of having them intersect.

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