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 Economic Data Round-Up
10/30/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
10/30/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Psychological Side of Spending Your Retirement Savings
10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
6 Things to Remember When Markets Fall
10/27/2020
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Markets & Investing
Why Contribute to a Roth IRA?
10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Known and Unknown Unknowns
10/23/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
10/23/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
10/20/2020
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
Estate & Giving
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
// Estate & Giving
Don’t Fall for These Two Phone-Related Scams
10/19/2020
Stay skeptical – and a step ahead – of scammers.
Lifestyle & Technology
Adaption
10/16/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
