Keeping you informed, and educated
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Events
Whether having guest speakers present or sharing more social affairs such as wine tastings or golf outings, our client events give us the chance to get to know, and serve, you better. They also allow us to thank you for letting us into your life and provide the opportunity to invite a friend you think may benefit from our services.
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Links of Interest
- 5 Reasons Wealth Transfers Fail
- A Step-by-Step Guide to Hosting a Family Meeting
- Craft a Legacy That Will Last Long After Selling Your Business
- Estate Planning Challenges for Heirs in America
- A Guide to Your Raymond James Statement
- Investor Access Tour
- Financial Planning
- Retirement Planning
- Morningstar
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Prestwick Commentary
- Thoughts from the Holy City – November 2021
- Thoughts from the Holy City – October 2021
- Thoughts from the Holy City – September 2021
- Thoughts from the Holy City – August 2021
- Thoughts from the Holy City – June 2021
- Thoughts from the Holy City – May 2021
- Thoughts from the Holy City – March 2021
- Thoughts from the Holy City – February 2021
- Thoughts from the Holy City – 2020 & 2021 – A Recap and a Preview
- Living Your Legacy
- Behavioral Finance
- Everplans
Weekly Market Snapshot
12/3/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
12/3/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Investment Strategy
12/3/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Fed's Dilemma
12/3/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
How to Help Mitigate the Negative Impacts of Market Swings
Review how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets and Investing
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Uninvited Guest Spooks Holiday Markets
11/30/2021
Volatility jumped at the end of November after a month of largely positive fundamentals.
Markets & Investing
Ten Reasons to Be Thankful For Bonds
11/29/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Interest Rate Headwinds…a Tenacious Gust
11/22/2021
Doug Drabik discusses fixed income market conditions and offers i...
Markets & Investing
House Passes Reconciliation Bill - What's Excluded?
11/22/2021
Washington Policy Analyst Ed Mills details notable exclusions and next steps for the legislation.
Economy & Policy
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
