Economic Update from Maine


Value-based Impact Investing


Benefits of a Mega Backdoor Roth


Diversified Portfolio's


A Perspective on Gold


Asset Allocation


6 Reasons to Seek a Financial Professional

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. You should discuss any tax or legal matters with the appropriate professional.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Kim Mondonedo and not necessarily those of Raymond James.v


Secure Act 2.0 Update Key Takeaways