inFocus 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 2018
Download PDF

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 InFocus looks at values and goals from different angles and the importance of having them intersect


Archived Issues

2018
June

Quarterly Perspectives 

2019

Q2 2019