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 Inflation Outlook
1/15/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Market Snapshot
1/15/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Expect Policy Change for Taxes, Climate, Consumer Protection
1/11/2021
Washington Policy Analyst Ed Mills discusses the policy and market implications of the U.S. election results.
Economy & Policy
The December Employment Report (and other stuff)
1/8/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Market Snapshot
1/8/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Market and Policy Impact of Georgia Election Results
1/6/2021
Washington Policy Analyst Ed Mills and Healthcare Policy Analyst Chris Meekins discuss the implications of the Georgia Senate election results.
Economy & Policy
Economists Expect a Strong Showing in Second Half of 2021
12/29/2020
Chief Economist Dr. Scott Brown reflects on the trials and tribulations of 2020 and discusses his outlook for the new year.
Economy & Policy
A Deeper Look at the $900B Stimulus Package
12/22/2020
Review some of the bill's key components. Raymond James Washington Policy Analyst Ed Mills weighs in.
Economy & Policy
$900B Deal Reached – A Bridge to Recovery Package in Spring?
12/20/2020
The relief package is expected to pass with a $1.4T government funding deal early in the week. Hear more from Raymond James Washington Policy Analyst Ed Mills.
Economy & Policy
The Pandemic’s Impact on the Season
12/18/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Webinar Replay: Road to Recovery or Déjà Vu?
12/7/2020
Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing
// Economy and Policy
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
