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 – 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
- Thoughts from the Holy City – November 2020
- Living Your Legacy
- Behavioral Finance
- Everplans
Weekly Market Snapshot
9/17/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
9/17/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Tax Provision Draft Offers Starting Point for Final Details
9/16/2021
Washington Policy Analyst Ed Mills outlines key components of the initial reconciliation package draft.
Economy & Policy
Is It Time for a Change of Plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Webinar Replay: A September to Remember?
9/14/2021
Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing current market conditions.
Markets & Investing
Review RMDs, Gauge Capital Gains and Fight Fraud This Fall
Review your retirement and investment accounts, monitor for fraudulent activity and reflect on your financial plans as the new year approaches.
Retirement & Longevity
Monthly Recap
9/13/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Make Lasting Memories by Savoring Life's Simple Joys
While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories with your loved ones.
Family & Lifestyle
Weekly Investment Strategy
9/10/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Bouncing Back After a Job Loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Weekly Market Snapshot
9/10/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
