John Hancock

Robert B. Schwartz
Director of Advanced Sales

Welcome, and thank you for visiting my web site. I assist families in planning for the financial future of their child or other dependent with special needs. It is my sincere wish that you will find the information here to be helpful to you and your family. The reality of special needs care is very personal, something my family knows very well. The experience has made it clear to us how important it is to prepare for the financial future of the child or other dependent with special needs.

 

Helping others to protect against this significant financial risk is very important and fulfilling to me. My goal is to serve you as a comfortable, consistent, and dedicated advocate in a field where details reign supreme.

For more information on my advocacy in the South Florida community, to find out more about the many resources that I can provide or to schedule a complimentary intake meeting, please call me at (561) 417-8211.
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Newsletters

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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Market Watch

January 27, 2012 @ 04:55 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03

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