12 Financial Resolutions for 2021
12/1/2020
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
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
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
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
Stocks Push Even Higher on News of Promising Vaccine Trial
11/9/2020
With a likely split-Congress outcome lowering the chances of substantial policy shifts, investors are refocusing on supportive fundamentals and the recovering economy.
Markets & Investing
Expect Volatility as We Await Presidential, Senate Outcomes
11/4/2020
“We are in for a very uncertain several days and weeks ahead,” notes Raymond James Washington Policy Analyst Ed Mills.
Economy & Policy
Despite COVID-19 Uncertainty, Good News for Earnings and GDP
11/2/2020
On Oct. 30, the S&P 500 was within 2% of its 2019 closing level, while the technology-focused NASDAQ grew more than 20% over the same period.
Markets & Investing
The Psychological Side of Spending Your Retirement Savings
10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity