Resources - Umbarger & Kollenborn Financial Group of Raymond James

You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.

Family & Lifestyle

Gold has glittered amidst storming markets

What makes gold a widely considered inflation hedge for shielding wealth?

Markets & Investing

The 21st century social connection paradox

Good or bad? With social media, it’s all about how you use it.

Technology & Innovation

Global giving

A guide to tax considerations and trusted partners.

Estate & Giving

Advance care planning: a loving act

Ensuring your loved one’s end-of-life wishes are honored.

Retirement & Longevity

AI in digital advertising

The fine line between friend and foe.

Technology & Innovation

Political noise continued to dominate headlines in May

6/2/2025

Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.

Markets & Investing

How cyber savvy are you?

Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.

Technology & Innovation

Four priceless money lessons for kids

Financial literacy is a gift that lasts a lifetime.

Family & Lifestyle

Private foundation vs. DAF: Are you driving the right giving vehicle?

Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.

Estate & Giving

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

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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