3 Ideas for When the IRS Owes You
1/27/2021
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
Who Should You Choose to Execute Your Estate?
1/26/2021
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Create a Workspace That Energizes
1/25/2021
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
Lifestyle & Technology
Strategies for Keeping Your Beloved Home Within the Family
1/25/2021
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Opportunity Blooms in Tax Season
1/22/2021
Whether you get a refund or end up owing, you have options.
Tax Planning
Have You Hired the Right Tax Accountant?
1/20/2021
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
10-Year Expected to Creep Higher to 1.5% by Year-End
1/12/2021
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
Biotech Analyst Outlines COVID-19 Vaccine Progress
1/12/2021
Steve Seedhouse, Raymond James biotechnology analyst, discusses the Moderna and Pfizer vaccines’ trial results, manufacturing plans and rollout strategies.
Lifestyle & Technology
This Should Be a Bright – If Bumpy – Year for Stocks
1/11/2021
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
1/11/2021
Washington Policy Analyst Ed Mills discusses the policy and market implications of the U.S. election results.
Economy & Policy
10 Themes That Will Affect Your 2021 Investing
1/11/2021
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