Keeping you informed, and educated
-
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.
-
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
-
Prestwick Commentary
- 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
- Thoughts from the Holy City – July 2020
- Living Your Legacy
- Behavioral Finance
Top of the Mind Questions from Investors
4/12/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Webinar Replay: Resilience Is in Our DNA – and in the Markets
4/12/2021
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
Weekly Investment Strategy
4/9/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
S&P 500 Crosses 4,000 for the First Time in History
4/9/2021
It took the index 23 years to grow from 1,000 to 4,000 – but it may only take a decade to reach 10,000 from here, says Chief Investment Officer Larry Adam.
Markets & Investing
Weekly Market Guide
4/9/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
What’s the Global Energy Transition, and Why Does It Matter?
Energy Analyst Pavel Molchanov discusses decarbonization and its investing implications.
Lifestyle & Technology
ESG Bonds
4/5/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Weekly Market Guide
4/5/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
CIO Says, “Resilience Is in Our DNA – and in the Markets”
4/2/2021
Raymond James Chief Investment Officer Larry Adam discusses his outlook for the markets and economy in coming months.
Markets & Investing
April 2021 Investment Strategy Quarterly
4/1/2021
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
U.S. Stocks Notch Optimistic Gains in First Quarter of 2021
3/31/2021
Domestic equities gained ground for both the month and quarter, with additional economic tail-winds provided by the vaccine rollout and stimulus bill.
Markets & Investing
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
