We are proud to support our community

Our roots run deep in Fredericksburg, a truly unique city that we love and cherish. We have lived here for decades. It’s where we have raised our families and made many lasting friendships along the way.

We believe our community deserves to share in the success we have enjoyed, and so we choose to give back whenever we can. Here are some of the worthy organizations we have supported over the years:

With “Business as Usual” Gone, Leaders Lean Into Technology

08/06/2020
For business owners, staying flexible and future-focused can help retain talent and promote productivity in this challenging environment.
Business Ownership

Revive Your Retirement Savings

08/05/2020
11 ways to step closer to the future you envision.
Retirement & Longevity

Is It Time for a Change of Plan?

08/04/2020
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity

Your Post-CARES Act Guide

08/03/2020
Explore the act’s impact on year-end planning.
Retirement & Longevity

Second Quarter GDP Reflects Early Pandemic Response

08/03/2020
The latest GDP figures show the worst single-quarter U.S. economic contraction in over 70 years.
Markets & Investing

COVID-19 360: Webinar Replay

08/03/2020
Chief Investment Office Larry Adam and other Raymond James investment thought leaders hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing

The GDP Arithmetic

07/31/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Congress, Not Just the President, Shapes Future Legislation

07/31/2020
While public focus remains largely on the presidential race, Washington Policy Analyst Ed Mills reminds investors that congressional outcomes are just as impactful for future regulatory changes.
Economy & Policy

Weekly Investment Strategy

07/31/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

07/31/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

07/31/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

The Unofficial Guide to American Snowbirds

07/30/2020
Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one.
Retirement & Longevity

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