What matters most to your family, matters most to ours

The best things in life are the things that endure:
families, friends and financial independence.

What matters most to your family, matters most to ours

Matthew B. Wigren, CFP^® CIMA^®

Certified Financial Planner™ Investment Advisor Representative, Registered Principal, RJFS

Laura N. Christofferson, CFP^® CDFA™

Certified Financial Planner™ Investment Advisor Representative

Scott A. Wigren, CFP®

Certified Financial Planner™ Investment Advisor Representative

Registered Sales Assistant

A knowledgeable team, an enduring legacy.

We’re a family-run practice that brings a distinct perspective to financial planning, one built on decades of acquired knowledge and the innovative approach of a new generation of financial professionals. We are here to build and preserve value for today and generations to come as your lifelong advisor.

What matters most to your family, matters most to ours

Individuals & Families

Individuals & Families

Planning for life so you can live yours.

Niches

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

Niches

Small Business Owners

Small Business Owners

Helping create employee retirement plans.

Niches

Latest News

The Inflation Outlook

The Inflation Outlook

Chief Economist Scott Brown discusses current economic conditions.

Economy & Policy

Weekly Investment Strategy

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Weekly Market Guide

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.

Markets & Investing

Weekly Market Snapshot

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Economy & Policy

Biotech Analyst Outlines COVID-19 Vaccine Progress

Biotech Analyst Outlines COVID-19 Vaccine Progress

Steve Seedhouse, Raymond James biotechnology analyst, discusses the Moderna and Pfizer vaccines’ trial results, manufacturing plans and rollout strategies.

Lifestyle & Technology

10-Year Expected to Creep Higher to 1.5% by Year-End

10-Year Expected to Creep Higher to 1.5% by Year-End

Doug Drabik and Nick Goetze, Raymond James fixed income managing directors, expect a slight steepening of the yield curve over the course of 2021.

Markets & Investing

This Should Be a Bright – If Bumpy – Year for Stocks

This Should Be a Bright – If Bumpy – Year for Stocks

While 2021 will likely be a positive year for equities, the longer-term outlook is clouded by the potential for higher taxes, higher interest rates and lower valuations.

Markets & Investing

Expect Policy Change for Taxes, Climate, Consumer Protection

Expect Policy Change for Taxes, Climate, Consumer Protection

Washington Policy Analyst Ed Mills discusses the policy and market implications of the U.S. election results.

Economy & Policy

January 2021 Investment Strategy Quarterly

January 2021 Investment Strategy Quarterly

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

Markets & Investing

10 Themes That Will Affect Your 2021 Investing

10 Themes That Will Affect Your 2021 Investing

What can investors expect this year? Positive (but unsteady) economic growth, a powerful boost in earnings and continued success for information technology stocks, says CIO Larry Adam.

Markets & Investing

Your Investment Portfolio Airbag – Fixed Income

Your Investment Portfolio Airbag – Fixed Income

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Webinar Replay: 10 Themes for 2021

Webinar Replay: 10 Themes for 2021

Chief Investment Officer Larry Adam hosted an informational event discussing his investing outlook for 2021.

Markets & Investing

Plan for the future because that’s where you are going to spend the rest of your life.

Mark Twain