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.


Do Well Blog & Commentary

Webinar Replay – Freedom Positioning During Volatile Markets


Three Burning Questions You Should Be Asking Your Financial Advisor Right Now

By: Gary Greene

Now more than ever, your financial advisor should be providing you the greatest value by keeping you focused on your long-term goals, helping you manage emotions and looking for opportunities that you may not have considered. Here are the 3 burning questions you should be asking your financial advisor right now.

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Sheltering In? Four Ways to Keep Kids Sharp


Balancing work-from-home with learn-from home has it's challenges. Our friend and father of five, Dan Greene from Putnam shares some of his favorite distance learning resources here.

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Coronavirus Update: Swift Pivot to Large Sum Fiscal Stimulus in D.C. – Situation Remains Fluid

By: Raymond James & Associates

Congressional leadership is largely in agreement of a large-scale fiscal stimulus package, likely in the $1 trillion+ range, that includes direct payments to individuals, industry relief, and support for small businesses as needed. Now, leadership must strike a deal that can win bipartisan support from their members. We have repeatedly been told that the Senate is looking to complete the next phase of fiscal stimulus before they leave town, recognizing the potential difficulty of reconvening and a desire to show a full-scale fiscal response to this crisis. A risk ahead is negotiation breakdowns and delays on policy differences, which may amplify market volatility.

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Sticker Shock: Creative Ways to Lower the Cost of College


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.

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How One Graph May Change Your Company's Net Income

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.

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Six Things to Know to Weather a Market Downturn


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.

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Affordability of Life and Our "Great Recession"


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

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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.

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


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.

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Reaching the Next Generation: Bridging the Gap in Financial Literacy


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


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!


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!

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


"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


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


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


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

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


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 article here about how to find an advisor who is a good fit for you.

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The Lilliputian Revolution


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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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


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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