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Interpreting the Dow 50,000
2/12/2026
The Dow Jones Industrial Average closed above 50,000 points for the first time, but what does the milestone mean, and does it signal time for investors to reduce exposure?
Markets & Investing
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Read
Read
When the unexpected hits, liquidity matters
How securities-based lending can help you in the face of disaster.
Business Ownership
Investing in artificial intelligence
Considering the potential benefits and risks of the latest tech revolution.
Technology & Innovation
Social media tips to boost your brand
Proven ways to make your business stand out online.
Business Ownership
Read
Your career, your legacy
5 ideas to help you build a meaningful professional legacy.
Family & Lifestyle
Read
Should I stay or should I go? Deciding to rebuild or relocate after disaster
2/3/2026

If your home was substantially damaged in a natural disaster, would you rebuild or relocate? Explore the factors that will influence your decision.

Family & Lifestyle
Read
Shared goals and growth
Joint brokerage accounts offer a collaborative approach to investing.
Markets & Investing
Navigating employer retirement plans through career transitions
Know the ins and outs when making a career move.
Family & Lifestyle
Strategic giving
Choosing the right charitable vehicle for your business.
Business Ownership
January review: Markets push past geopolitics
2/2/2026
Despite pockets of volatility to start the year, equity markets finished higher in January.
Markets & Investing
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  • Napper Wealth Planning of Raymond James
  • WALNUT CREEK: 2999 Oak Rd Ste 1030 Walnut Creek, CA 94597
  • T: 925.952.5262
  • F: 866.467.4284
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN JOSE: 333 W San Carlos St Suite 1650 San Jose, CA 95110-2740
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN FRANCISCO: 101 California St Ste 4500 San Francisco, CA 94111-5878
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN RAFAEL: 4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
  • Map & Directions
  • Map & Directions

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