OnCourse Wealth Management

OnCourse Wealth Management Providing investment management, retirement planning, company 401(k) retirement plans, and insurance.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
09/08/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
09/07/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Use your car for business? Make sure you're on the same page as your insurance carrier.
09/04/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/03/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

The financial risks to consider when evaluating self insurance?
09/02/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Facing divorce? Don't overlook changes to your insurance coverage.
09/01/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Do you know what your insurance needs are, when you’re married, with children?
08/31/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/28/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
08/27/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Address

3801 PGA Boulevard Suite 600
Palm Beach Gardens, FL
33410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15613375333

Website

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