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 – 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
- Thoughts from the Holy City – October 2020
- Thoughts from the Holy City – September 2020
- Living Your Legacy
- Behavioral Finance
Weekly Investment Strategy
6/18/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Economic Commentary
6/18/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Market Snapshot
6/18/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
6/18/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Give Your Financial Privacy an Added Boost
Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end, too.
Technology & Innovation
Get to Know Special Needs Trusts
Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance.
Estate & Giving
Will Iran’s Presidential Election Drive Oil Prices Higher?
6/16/2021
The likely victory of a hardliner candidate could postpone the return of Iranian crude exports and deter foreign investment in Iran’s economy.
Economy & Policy
Why Choose Sustainable Investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Sustainable Investing's Global Rise
Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing
Midyear Rate Review
6/14/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Support Your Long-Term Plan Throughout the Summer
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Retirement & Longevity
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
