Keeping you informed and equipped regarding all financial matters
We have assembled a selection of information, market commentary and related links to help you gain a greater understanding of all things financial. Bookmark this page and check back for regular updates.
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
Unlock the full potential of profit sharing
Determining the ideal profit sharing design for your organization.
Business Ownership
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Give your old devices new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
Family & Lifestyle
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
U.S. economy continues to defy expectations
9/12/2023
Raymond James Chief Economist Eugenio Alemán discusses how this development impacts his team's forecast.
Markets and Investing
Webinar replay - Resetting after summer
9/12/2023
Chief Investment Officer Larry Adam discusses current economic and financial market developments.
Markets & Investing
Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
Estate & Giving
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
