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May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Where did all the teen summer jobs go?
5/29/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Housing market 2026: frozen, not broken
5/22/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Living history: The power of presence
Finding purpose and pleasure through docentry.
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Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
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Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
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Embarking on an encore career as an entrepreneur
Starting a business in retirement.
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  • Manchester, TN 2070 Hillsboro Blvd Manchester, TN 37355
  • T +1.931.728.7737
  • F +1.931.728.8309
  • Map & Directions
  • Map & Directions
  • Cookeville, TN 13 N Cedar Ave Ste 105 Cookeville, TN 38501
  • T +1.931.528.5862
  • F +1.931.528.5866
  • Map & Directions
  • Map & Directions
  • Lafayette,TN 212 Public Sq Lafayette, TN 37083
  • T +1.615.688.7537
  • F +1.615.688.7538
  • Map & Directions
  • Map & Directions
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