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 – 2020 & 2021 – A Recap and a Preview
- Thoughts from the Holy City – November 2020
- Thoughts from the Holy City – October 2020
- Thoughts from the Holy City – September 2020
- Thoughts from the Holy City – July 2020
- Thoughts from the Holy City – June 2020
- Thoughts from the Holy City – May 2020
- Thoughts from the Holy City – April 2020
- Living Your Legacy
- Behavioral Finance
The Fiscal Policy Outlook
1/22/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
1/22/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot
1/22/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Opportunity Blooms in Tax Season
1/22/2021
Whether you get a refund or end up owing, you have options.
Tax Planning
Weekly Market Guide
1/22/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Will This Be Another Strong Year for Stocks?
1/21/2021
Surprisingly, U.S. equities notched strong annual growth in 2020. Will domestic and global financial markets push even higher in 2021?
Markets & Investing
2021 Outlook: A Return to Normal? [INFOGRAPHIC]
1/20/2021
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing
Have You Hired the Right Tax Accountant?
1/20/2021
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
So Many Variables
1/19/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Inflation Outlook
1/15/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
1/15/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
