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
Don’t Fall for These Two Phone-Related Scams
10/19/2020
Stay skeptical – and a step ahead – of scammers.
Lifestyle & Technology
The Underappreciated Link Between COVID-19 and Cybersecurity
7/29/2020
“When the COVID virus first broke out … we immediately started seeing threat actors registering COVID-related domains,” explains Senior Cyber Threat Analyst Marcus Cavil.
Lifestyle & Technology
Snapshots of Sustainability
7/1/2020
Here's a look at ESG innovation across a few select industries.
Lifestyle & Technology
// Markets and Investing
Transportation’s Evolution, From Electric Buses to Hyperloop
6/30/2020
Planes, trains, cargo ships and autos are getting high-tech help in easing off the fuel pedal.
Lifestyle & Technology
// Markets and Investing
How AI and Clean Tech Help Create Better, Greener Buildings
6/29/2020
From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint.
Lifestyle & Technology
// Markets and Investing
// Family and Life Events
Wind and Solar Surf a Wave of Change
6/26/2020
Cost-saving innovations and new interest in ESG principles brighten companies’ outlook.
Lifestyle & Technology
// Markets and Investing
Tips to Protect Yourself From COVID-19 Scammers
4/15/2020
Look out for these warning signs that often accompany coronavirus scams.
Lifestyle & Technology
Will T-Mobile/Sprint Merger Dethrone the Industry Giants?
2/12/2020
The deal could open the door for new companies, better coverage and 5G growth.
Lifestyle & Technology
Want to Glimpse the 5G Future? Rewatch Classic Sci-Fi
6/25/2019
Holographic video, remotely-controlled surgery and sophisticated virtual gaming is all fair game when 5G becomes the new mobile tech standard.
Lifestyle & Technology
How Technology Is Reducing Our Water Footprint
3/25/2018
With a number of factors driving demand for clean water, safe and reliable water reuse can benefit companies and communities alike.
Lifestyle & Technology
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
