Stocks Climb Higher; Seasonal COVID-19 Surge Poses Risk
11/30/2020
The Dow, NASDAQ and S&P 500 are now all in positive territory for the year.
Markets & Investing
Look to Steeper Corporate and Municipal Curves
11/30/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
What Does Dow 30,000 Really Mean?
11/25/2020
Raymond James CIO Larry Adam puts this new market milestone in perspective.
Markets & Investing
The Gift of Appreciated Stock
11/23/2020
Donating appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Spark Meaningful Family Conversations During the Holidays
11/18/2020
Find the right words to connect with loved ones and capture their stories.
Family & Life Events
3 Ways to Help Loved Ones During Uncertain Times
11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving
// Family & Life Events
Defend Your Privacy and Wealth by Asking the Right Questions
11/16/2020
Investors of all ages can be targeted by fraudsters who are after their money and personal information. Know what red flags to spot and what questions to ask.
Lifestyle & Technology
This SECURE Act Provision May Impact Your Year-End Planning
11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity
// Tax Planning
Weekly Investment Strategy
11/13/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
U.S. Economy Improving; Still 10 Million Jobs to Regain
11/12/2020
“We’re a lot more optimistic now about the course of 2021,” says Chief Economist Scott Brown. While coronavirus uncertainty clouds the short-term outlook, “we do expect the economy to improve.”
Economy & Policy
With Nursing Homes Under Stress, Families Seek Alternatives
11/11/2020
COVID-19 has created significant challenges for the senior living industry, leading many families to consider new avenues of care.
Retirement & Longevity