Skip to content

Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
  • Home
  • Our Team
    • Our Team
    • Laura L. Amendola
    • Joseph “Chip” P. Williams Jr
    • Leah van Welie
    • Barbara Wickman
    • Shannon Sapp
    • Julie Beard
    • Walter F. Mortimer
    • Justin Miller
    • Richard “Rick” Trentman
    • Jill Gibbon
    • Amlen Masters
    • About Raymond James
    • Our Designations
  • About You
    • About You
    • Business Owners
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Widows
  • Working Together
    • Working Together
    • Our Consultative Approach
    • Sophisticated Wealth Management
    • Advanced Planning
    • Our Services
      • Our Services
      • Business Planning
      • Estate, Charitable Giving & Trust
      • Financial Planning
      • Longevity Planning
      • Portfolio Management
      • Retirement Planning
      • Risk Management
  • Resources
    • Resources
    • Coquina Blogs
    • Wealthcare4Widows®
    • Wealthcare4Widows® Blog
    • Wealthcare4Widows® Worksheets
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
  • Connect
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 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
Reset All Filters
Filter
  • Category
    • Economy & Policy
  • Topic
    • Economy
  • Media
    • Commentary
    • Infographic
Higher oil prices complicate monetary policy
6/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Lost opportunity, closed window and measurement issues
6/6/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Court delivers good news on tariffs, but…
5/30/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The big beautiful bill: Stimulus now, tightening later
5/23/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Read
Welcome to economic decision making: Which way is north?
6/7/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Employment growth is still too hot, even for this economy
6/30/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The U.S. labor market and what we may see in the second half
6/9/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

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.


ADV 2A/ ADV 2B/ ADV 3
Privacy Policy