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The “Sweet Life” Digest: Fall 2019

Read all about what we’ve been up to and how we are working to make your experience with us, just a little bit Sweeter!  Enjoy! … Read more


When is it time to take the money and run to a new investment advisor?

Written by: Liz Weston, CERTIFIED FINANCIAL PLANNER™ Dear Liz: My wife and I are in our early 30s. She has a stock portfolio that has … Read more

Event Has Passed: Ready…Set…SHRED!

Sweet Financial Services will have a shredding truck coming to our office and we would like to invite you to bring any documents that you … Read more

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It has been said there are two sides to every story

Just look at world financial markets. Stock markets and bond markets are telling very different stories.1 In the United States, stock markets were blue ribbon … Read more

Wine & Wisdom Invite

Event Has Passed: Mid-Year Update with Women Forward

Margaritas & Markets Make the MOST of the REST of 2019! Mid-year is a good time to take account of what we have seen, what … Read more

American Flag

Ah, July. Perhaps the most patriotic of months.

There are countless reasons to enjoy this sun-soaked summer month. One of our favorites is celebrating the Fourth of July. As we prepare to ring … Read more

Bryan and Brittany Present at Million Dollar Round Table in Miami, FL

Bryan and Brittany presented on Wednesday, June 12th at Million Dollar Round Table in Miami, FL on the topic of Operational Mastery and Magnetic Marketing! … Read more


Event Has Passed: Chris Gardner, author of “The Pursuit of HappYness” will be here! Don’t miss this!!

Coming October 1st! Sweet Financial Services is proud to announce that we are bringing to you international best-selling author, speaker and award-winning film producer… Chris Gardner … Read more

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Tariff trouble

Just two weeks ago, the U.S. government lifted tariffs on Mexico and Canada. So, it was a surprise last week when President Trump tweeted the … Read more

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U.S. stocks have had a great run

The Markets During the past decade, the profitability of U.S. companies increased rapidly. Strong corporate earnings helped the U.S. stock market outperform markets in other … Read more

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Trade war trade-off

The Markets There was some good news on trade, last week. The United States took steps to reduce trade friction with the European Union, Canada, … Read more

Pursuing Your Passions – Your New Calling

Pursuing Your Passions – Your New Calling

Navigated thoughtfully, a career change can be fruitful and rewarding. From childhood dreams to higher education to pounding the proverbial pavement, a lot goes into … Read more