Planning for greater good

You can make the good you’ve done – for your family, for your employees, for a cause – even greater.

At Wellspring Financial Solutions of Raymond James, we help people do well, so they can do more for their families. We help businesses do well, so they can do more for their clients. We help institutions do well, so they can do even more to meet the needs of the communities and causes they serve. And we’d be happy to help you.


Team

Do Well Blog & Commentary

Sticker Shock: Creative Ways to Lower the Cost of College

1/24/19

Do you expect you'll need to make substantial financial sacrifices to send your child to college? Or maybe your child won't be able to attend the college of his or her choice at all. Before you throw in the towel, you and your child should consider steps that can actually lower college costs. Some of these ideas deviate from the typical four-year college experience, and they just might be your child's ticket to college - and your ticket to financial sanity.

Click to read the full post here.


March's Market Noise Continues

4/03/18
By: Daniel Pugh

The market volatility we saw in early February persisted through March - and has now continued into the start of April. Since the S&P 500 peaked on January 26, the index moved at least 1% on a daily basis on half of the 43 trading days through the end of March. "This contrasts to only one move of greater than 1% during 2018 prior to that peak and is a far cry from the calm seen in 2017, when the S&P 500 produced a 32-year volatility low with only eight days with moves of at least 1% for the full year," shared Managing Director of Equity Portfolio & Technical Strategy Michael Gibbs.

Click to read the full post here.


How One Graph May Change Your Company's Net Income

3/01/18
By: Gary Greene

Large corporations dedicate tremendous resources to managing cash and short-term investments. Companies with full time treasury and cash management staff are able to reposition cash to take advantage of investment opportunities that are opaque to middle market companies. Fortunately, you don't have to have a dedicated treasury staff to take advantage of increased earnings on cash. You simply have to understand one graph.

Click to read the full post here.


Six Things to Know to Weather a Market Downturn

2/08/18

It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders from the thought leaders at Raymond James.

Click to read the full post here.


Affordability of Life and Our "Great Recession"

6/09/17

Read our most recent installment of #OptimisticInvesting blog for a look at how our discretionary income has grown since 1900.

Click to read the full post here.


#OptimisticInvesting

1/03/17

Connect with us and follow #OptimisticInvesting series as we highlight the extraordinary achievements we've made as a society both here and abroad that you will likely never hear about on the nightly news.

Click to read the full post here.


We're Moving! Wellspring Is Relocating to Historic Downtown Franklin October 24

10/14/16

Wellspring Financial Solutions of Raymond James, a Franklin, Tennessee wealth management and investment advisory team, announced they will move their offices to support the growth of the business. The new office space will be located at 517 Church Street in historic downtown Franklin, Tennessee.

Click to read the full post here.


Reaching the Next Generation: Bridging the Gap in Financial Literacy

9/15/16

Wouldn't it be nice if charting a course toward future financial independence for our children and grandchildren was a simple as plugging coordinates into our GPS?

Learn more here about Life Goals our new interactive site for teens.


Fall 2016 Financial Journeys Newsletter

8/17/16

In this issue: Are your estate and financial plans shock-proof? Can debt be used to your advantage? Eight estate documents everyone needs.

Click to read the full newsletter here.


Not All Super Heroes Wear Capes, Thank You Teachers!

8/8/16

Exceptional teachers plant the seeds of inspiration within their students. Most teachers never witness the full impact of their hard work. To all teachers out there as you head back into the classroom, THANK YOU!

Click to read the full article here.


Brokers: A Buyer's Market for Captives by Steve Yahn, Risk & Insurance

5/24/16

"Captive owners generally remain cautious about accepting investment risk, yet they find the option of sitting in cash unpalatable," Wellspring's Gary Greene is quoted in the article on Captives which was recently published by Risk & Insurance magazine.

Click to read the full article here.


Driverless Cars: Highly Wreck-A-Mended

4/18/16

Let the autonomous automobiles race begin! The year 2020 seems to be the trending finish line year for driverless cars. Companies like Google, Tesla, Apple, and Ford are saying that we will see these automobiles regularly on the streets by this time.

Read the full post here.


Financial Experience & Behaviors Among Women

3/21/16

Women who use a financial professional are more than twice as likely to consider themselves on track or ahead of schedule in planning for retirement as those who do not. March is Women's History Month and a good time to dive deeper into women's attitudes, behaviors and financial knowledge.

Read the Prudential's full report here.

Hating the Government Is Not an Investment Strategy

3/14/16

But isn't a Republican president better for the market than a president from the Democratic party? Not necessarily. There are far more important factors impacting both the economy and the stock market than which political party happens to occupy 1600 Pennsylvania Ave.

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Financial Blind Spots and What You Can Do About Them

By Gary Greene
3/4/16

We all have blind spots. By definition, we can’t see them. That’s why they’re called blind spots. When it comes to your own money, you may have financial blind spots.

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10 Questions To Ask When Choosing a Financial Advisor

2/23/16

A survey by J.D. Power & Associates revealed that choosing the right financial advisor is a big factor in determining a client’s satisfaction with his or her investment firm. Read more in Laura Shin’s Forbes.com article here about how to find an advisor who is a good fit for you.

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The Lilliputian Revolution

1/29/16

Nanotechnology represents optimism at the smallest, yet global scale. We're in the midst of a Lilliputian revolution. Paradigms will keep shifting, disruptions will continue and opportunities will abound as nanotechnology impacts every facet of life now and in the future.

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#TechWeLove

9/18/15

Mark Twain once famously quipped, “The reports of my death have been greatly exaggerated.” Twain's icon statement was a rebuttal to false rumors of an illness that ultimately led a major newspaper to print his obituary. Unfortunately, these same rumors often get told about the future of the U.S. economy. So, I'm borrowing Twain's quote, “The reports of the U.S. death have been greatly exaggerated.”

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U.S. Port Disruption Threatening Christmas, Widespread Captive Claims, and Financial Market Disruption

11/15/14

We believe the risks for a widespread business disruption or supply chain interruption has risen high enough to warrant assessing the impact on your company, your captive's liquidity to cover potential claims, and on your investment portfolio's exposure. June 30, 2014 marked the end of the employment contract between the International Longshore Workers and Warehouse Union (ILWU) and the Pacific Maritime Association (PMA).

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