Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Weekly Market Snapshot
2/26/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
2/26/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Investment Strategy
2/26/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
Treasury Auction Results Spark Drop in U.S. Stock Prices
2/25/2021
Despite the recent weakness in equities, Raymond James CIO Larry Adam expects positive stock growth over the next 12 months.
Markets & Investing
“American Rescue Plan” Includes More Payments to Families
2/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy
Remember: RMDs Waived for 2020, Not 2021
2/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity
