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Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
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  • PtCharlotte,FL-79P
    18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067 T: 941.206.5120 F: 941.206.5124
    Map and Directions Map and Directions
  • Sebring,FL - 79P10
    659 S Commerce Ave Sebring, FL 33870-3810 T: 863.658.5359
    Map and Directions Map and Directions
  • Boca Raton, FL-79P08
    902 Clint Moore Rd Ste 124 Boca Raton, FL 33487-2846 T: 954.227.5511 F: 561.372.9144
    Map and Directions Map and Directions
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Examining the mismatch between consumer sentiment and economic growth
2/24/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates the January 2026 employment report and consumer sentiment.
Economy & Policy
Addressing the ‘state’ of the midterms, economy and markets
2/20/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
A short note on the US Supreme Court’s decision on tariffs
2/20/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Navigating asset allocation
2/17/2026
Keith Parrish discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Infographic: Teaching money skills at any age
Financial experiences in childhood can shape adult money habits. Teaching kids how to save, spend and give wisely can help set them up for a lifetime of success.
Family & Lifestyle
Read
What to make of the January employment report
2/13/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Despite recent concerns, economic growth is poised to accelerate in 2026
2/13/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Interpreting the Dow 50,000
2/12/2026
The Dow Jones Industrial Average closed above 50,000 points for the first time, but what does the milestone mean, and does it signal time for investors to reduce exposure?
Markets & Investing
Webinar replay: Eye on the Markets
2/10/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Preparing for the storm
2/9/2026
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity

Building Legacies one life at a time

Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
  • 18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067
  • T: 941.206.5120
  • F: 941.206.5124
  • Map & Directions
  • Map & Directions
  • 659 S Commerce Ave Sebring, FL 33870-3810
  • T: 863.658.5359
  • Map & Directions
  • Map & Directions
  • 902 Clint Moore Rd Ste 124 Boca Raton, FL 33487-2846
  • T: 954.227.5511
  • F: 561.372.9144
  • Map & Directions
  • Map & Directions

Coquina Private Wealth LLC (“Coquina”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Coquina in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Coquina, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


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