Resources - Umbarger & Kollenborn Financial Group of Raymond James

One big, beautiful missed opportunity

7/11/2025

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Where are the economy and equity market heading next?

7/11/2025

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.

Retirement & Longevity

Enhance your corporate giving strategy with a donor advised fund

Consider the benefits of an uncomplicated, tax-savvy way to give back.

Business Ownership

Saving for K-12 education with a 529 plan

Learn about using 529 plans for more than just college savings.

Family & Lifestyle

Fixed Income In Focus: 2025 Mid-Year Recap

7/7/2025

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Markets and Investing

Lessons from the past, strategies for the future

7/2/2025

Time in the market is far more powerful than trying to time it.

Markets & Investing

The good business of saving for someone else's retirement

As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.

Business Ownership

Is your business a solo show? Learn about owner-only 401(k) plans

How to determine if this retirement vehicle makes sense for you.

Business Ownership

Shane Kollenborn was named to the 2024 edition of the AdvisorHub’s list of 100 Next-Gen Advisors to Watch†.

† The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub

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