You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

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Getting to Know Your Allegiant Team: Shana Thomas

Shana Thomas joined Allegiant Private Advisors in early 2021 as a Senior Operations Specialist. Her primary focus is delivering exceptional client service everyday while exercising her keen eye for efficiency, organization, and accuracy in operational processes and procedures. We've asked Shana to share more about her personal story and road to the...

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Getting to Know Your Allegiant Team: Ali Hays

Allegiant Private Advisors welcomed Ali Hays as the firm's Administrative Assistant in the spring of 2021. We asked Ali to share her personal path to Allegiant so our clients and community can get to know her better: Growing up in Indiana, my Catholic/Italian family ate dinner together on Saturday and attended church on Sunday. I used to drive thro...

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Getting to Know Your Allegiant Team: Susan Bacon

Susan Bacon joined Allegiant late last year as a Senior Operations Manager on the firm's Client Service team. We invite you to get to know Susan in her own words:I joined the Allegiant team in December 2020, where I feel blessed to work with a group of professionals who have the same goal in mind: providing a superb client experience in a unique an...

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Getting to Know the Allegiant Team: Tucker Horsley

Working as part of Allegiant's Wealth Management team, Tucker Horsley provides financial planning support through data complication and analysis, report preparation, and the management of financial planning software. We hope you enjoy learning more about Tucker personally as well as his path to Allegiant, in his own words: I originally am from...

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Economic Dashboard Review

July 2021 Commentary The U.S. economy continues to chug along. The summer is shaping up to be more of a return to normal than we have seen in a while. Here's a prime example from the clothing industry - the early pandemic athleisure clothing surge has now been replaced with the return-to-work clothing rebound. People are preparing to get back to th...

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Allegiant Private Advisors is Joining Mariner Wealth Advisors

 We have exciting news to share. On July 31, 2021, Allegiant Private Advisors is joining Mariner Wealth Advisors."Mariner Wealth Advisors' values directly align with our approach to establishing long-term partnerships with our clients, and we're thrilled to be a part of the team and expand our reach throughout the state of Florida," said Marty...

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New Research Brief: Should You Worry About Inflation?

Prices are increasing at a pace not seen in decades. While many drivers of higher prices appear to be transitory, there's potential for inflation to remain elevated beyond 2021.In our newest Research Brief, Allegiant's Senior Research Analyst Will Geisdorf, CMT, addresses a question everyone's talking about lately: Should You Worry about Infla...

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Allegiant Recognized as 2021 Billion-Dollar Wealth Magnet on Accounting Today's Annual List of Top Firms by AUM

Allegiant Private Advisors has been recognized on Accounting Today's annual Wealth Magnets list as a top firm by assets under management for 2021. Our independent firm offering fiduciary-level financial planning and investment advisory services earned a spot on the 2021 list based on Allegiant's $1,002,789,546 assets under management as reported in...

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Here Comes the Summer

On Memorial Day we honored the many American heroes who gave the ultimate sacrifice in service to our country. At a time when our country, and the world, has suffered so much through the pandemic, the sacrifices of these brave men and women hold extra meaning. As we work our way out of the pandemic, many people are finding a new appreciation for al...

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New White Paper: The Debt Albatross

A Review of Debt-Related Financial Crises

By Paul Cantor, CFA, AIF®, CFP®
Chief Operating Officer, Principal

The purpose of this new white paper is to present answers to the questions:

  • Does debt matter?
  • Will high debt levels cause a huge financial crisis?
  • Can we identify how the crisis may develop?
  • What policy responses should we expect to see?
  • Will this information help us better navigate portfolios through the economic fallout?

These questions are critically important to numerous stakeholders for a variety of reasons. Academics are concerned that current policies are inconsistent with sustained economic growth. Regulators and international financial institutions are concerned that current and future increasing debt levels are harbingers of future crises. Portfolio managers are concerned about preserving client assets in times of crisis while earning acceptable returns during periods of economic growth. Individuals care because their lifetime savings might be at risk. Click here to read "The Debt Albatross."

Getting to Know Your Allegiant Team: Karen Rivot

Karen Rivot, CFP®, joined Allegiant Private Advisors in the spring of 2019 with more than three decades of experience in the financial services industry. As a senior operations specialist, Karen is a member of both the Wealth Advisor and Client Service teams. We recently asked Karen to share insights into her career and path to Allegiant Private Advisors.

Karen Rivot Color SmallI’ve been at Allegiant Private Advisors for almost 6 months now and I couldn’t be happier! 

Looking back, it all started with my first visit to Sarasota to escape the cold winters of upstate New York.  I came down in February and swore that I’d never leave - and I haven’t.  I love the blue skies, the beaches and the never-ending sunshine. Sarasota is truly a paradise; you won’t hear me complain. 

My investment career began many years ago in Venice, Florida, with one of the largest brokerage companies in the world.   As a new graduate from State University of New York at Oneonta with a degree in Psychology, I had a lot to learn, but I immediately fell in love with the financial industry and knew that this is what I wanted to do with my life. 

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Meet Your Allegiant Team: Helen Raymond

KBFS Bio RaymondThis spring, we were excited to announce Helen Raymond’s promotion to Senior Operations Specialist. After nearly 14 years as a key member of the Allegiant team, we know you’ve come to know Helen professionally.  We thought now was the perfect time to also ask her to share a little more about herself so you could get to know her personally as well.  Here is Helen in her own words…

I was born and raised just outside of Boston, MA., and was blessed with a wonderful childhood when no one ever had to lock their doors, parental supervision was not a necessity, kids played in the streets, and we made up our own fun (no handheld devices, computer games, Facebook, Twitter, etc.). Ahhhh…those were the days! I’m sounding old, I am!! The middle child of three and the only daughter, I was a girly girl. Ballet, flute and oboe became my extracurricular activities. I even found myself playing tuba in the high school marching band - carrying the “H” as we spelled out our town’s name, “NEEDHAM.”

Upon high school graduation, I went to a small college to pursue a career in teaching. While there, I continued my love of dance as a member of the dance team. Unfortunately, by the time I graduated, teaching jobs were few and far between and like so many “wanna be” teachers, I ended up in the world of insurance as a life insurance underwriter…go figure! Back in those days, companies were skeptical about hiring someone that young, fearing I would get married, start a family and quit work shortly after being hired. Well, in this case they were right. I married my high school sweetheart, moved to Connecticut, and started a family.

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Getting to Know Your Allegiant Team: Karyn Nantes

Operations Specialist Karyn Nantes joined Allegiant in the summer of 2019, but her team feels like shes been part of the family for ages. We invite our clients and colleagues to get to know Karyn better through her own words:

APA Nantes 8x10 smallBorn and raised in Michigan, I have a love for the outdoors.  We would take trips up north” to the lake every summer to go boating, ride jet skis and just enjoy the beautiful scenery.  Our winters were spent skiing and snowmobiling.  Our favorite tradition was to head up to the lake every 4th of July to have bonfires and watch the fireworks.  

Growing up, I was an avid athlete and long-distance runner, participating in cross country and track.  I was team captain and enjoyed mentoring and encouraging the younger runners.  My passion for running continues into adulthood, as I have been involved in numerous races, including the Tampa Gasparilla Half Marathon. 

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President's Letter & Reflections from the Allegiant Team

Without fail, every year brings new challenges and opportunities. As investors we are keenly aware of continually changing dynamics and how they impact markets, economics, and our lives. However, 2020 brought a rare level of change. As we reflect on the past year and the sober anniversary of the first local cases of COVID-19, the Allegiant team cam...

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Financial Services from Allegiant Private Advisors

As we approach the end of the year, even in 2020, it seems we start making more lists. Hopefully current Allegiant clients are fully aware of the variety of services we can help advise about. However, sometimes when clients begin the financial planning journey with us, it isn't the right time for them to cover X, Y or Z. If your circumstances, situ...

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Meet Your Allegiant Team: Lynda Franklin

Lynda FranklinIt’s hard to believe but July 25th was my 10-year anniversary with Allegiant Private Advisors, an accomplishment I’m blessed and proud to reach.  I look forward to celebrating many more years.

I am one of three APA team members who was born and raised in Sarasota. You’ll probably find out who the others are when they write their bio a little later, I’m sure!  I also share the same birthday as another team member; not the same year, though. Unfortunately, I’m old enough to be their mother!

I grew up during a quieter, less populated time in Sarasota with no idea what ‘little Sarasota’ would become.  I used to ride my horse along McIntosh when it was a dirt road.  As a matter of fact, our horses were stabled at a pasture off Bahia Vista that is now a subdivision I reside in.  In the 70s, I rode western saddle and competed professionally in the Central Florida Horseman’s Association circuit for a year on a beautiful dun (buckskin) quarter horse our family owned named Taffy. Along with approximately 100 trophies and ribbons I won that year I also won Champion in Western Pleasure and Reserve Champion in Western Horsemanship.  It was an incredible experience I cherish. 

After graduating from Sarasota High School, I attended an accounting class at what is now called Suncoast Technical College, thinking I was going to become an accountant. I was working at the courthouse as a felony division clerk at that time and became interested in law, so I took a paralegal class at MCC, now State College of Florida. However, life had a different path in mind for me.  So over the years, though I’ve done many things, the professional field and people-facing jobs have been my calling. 

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Navigating Education Planning in 2021

by Kristina J. Vorndran, MS, CFP®, CRPC®Allegiant's Paraplanner Takes a Deep Dive into Education Planning & CostsAs a young professional who has earned several financial industry designations as well as a master's degree in Financial Planning, it is likely evident that I love learning and academia. I've been committed to pursuing knowledge and ...

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