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
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
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
The Pandemic’s Impact on the Season
12/18/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
U.S. Economy Improving; Still 10 Million Jobs to Regain
11/12/2020
“We’re a lot more optimistic now about the course of 2021,” says Chief Economist Scott Brown. While coronavirus uncertainty clouds the short-term outlook, “we do expect the economy to improve.”
Economy & Policy
The Economic Data Round-Up
10/30/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Known and Unknown Unknowns
10/23/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Adaption
10/16/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Fed Widens Outlook but Maintains Its Two Key Goals
10/12/2020
“They found that low unemployment really significantly benefits low- and middle-income communities, so that’s one of the new concerns,” says Chief Economist Scott Brown.
Economy & Policy
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
