Bitnar and Associates Financial Group


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Podcast
6/16/2023
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Markets & Investing
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
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Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Webinar Replay: Resiliency Amid Uncertainty: Markets, Energy and the Iran Conflict
5/12/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Wear, return, repeat
Buying is out. Borrowing is in.
Family & Lifestyle
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Create an emotional foundation
5/11/2026
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
No sunset yet
The “One Big Beautiful Bill Act” brings clarity and opportunity for estate planning.
Tax Planning
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Five takeaways from first quarter earnings season
5/8/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Five takeaways from first quarter earnings season
5/8/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The market’s cultural headwaters
How Baby Boomers and Millennials shaped, and are shaped by, their economies.
Markets & Investing
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Sophisticated wealth management
Always here for you

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Bitnar and Associates Financial Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Bitnar and Associates Financial Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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