Joined August 2009
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18 May 2023
A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings. raymondjamesconnect.com/tRcr…
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17 May 2023
Beyond curb appeal: Real estate investors are finding healthcare, data and storage sectors attractive. Learn why. raymondjamesconnect.com/t3ng…
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14 May 2023
Happy Mother's Day! Today, we celebrate the mothers and mother figures who have changed our lives for the better through their unconditional love and support.
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12 May 2023
Not all who serve wear a uniform. Today and always, we thank military spouses for their selfless sacrifices made in service to our country.
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2 May 2023
May's Mental Health Awareness Month is an opportunity to participate in an act of support on a national scale. By talking openly about mental health, we can help reduce stigma, spread awareness and make a positive impact on our communities, workplaces and at home.
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28 Apr 2023
CIO Larry Adam examines four key factors behind the U.S. dollar's long-term stability. raymondjamesconnect.com/tup0…
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12 Apr 2023
For those with significant wealth to transfer to their heirs, the longevity of that wealth and the impact it has on recipients is an important consideration. Here are a few tips to help you start the conversation and set your legacy up for success. raymondjamesconnect.com/tRKS…
Tips for creating an inheritance that lasts generations
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9 Apr 2023
Happy Easter! We hope your baskets are filled with joy and cherished memories.
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6 Apr 2023
All eyes were on the banking sector following several failures and close calls that sparked volatility in the larger markets. Despite that, domestic equity indices ended up for the month. Read more in the March market recap. raymondjamesconnect.com/tPG_…
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5 Apr 2023
Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. Here are some ideas to get you started. raymondjamesconnect.com/tGl1…
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3 Apr 2023
For the 12th time, Raymond James has been recognized as a Top Workplace by the Tampa Bay Times. We're proud to work at a firm where associates create and value our strong, resilient culture.
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30 Mar 2023
What does the inverted yield curve mean for investors? This piece examines the longer-term implications for stocks, bonds—and the US economy at large. raymondjamesconnect.com/tqRM…
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27 Mar 2023
Recent market activity and rising interest rates have investors thinking twice about cash. Here are some things to consider. raymondjamesconnect.com/tWGc…
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24 Mar 2023
The presence of addiction or substance abuse among heirs can add a layer of complexity to estate planning. Chief Trust Officer Will Lucius discusses approaches that can help families navigate these challenging circumstances: go.rjf.com/3JpcaOD
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16 Mar 2023
Financial anxiety has reversed the pandemic's "Great Resignation" to "the Great Return" and is reshaping employee benefits expectations, according to Franklin Templeton's Voice of the American Worker study. Read more highlights from the study. raymondjamesconnect.com/tAbs…
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13 Mar 2023
Spring is often associated with themes of renewal and growth, which makes it the perfect time to tend to your portfolio and make sure you're on track to achieve your financial goals. Here are some timely tasks you can complete this season: raymondjamesconnect.com/tQlT…
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6 Mar 2023
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA. The industry is still striving to clarify certain specifics, but we do know the general requirements. raymondjamesconnect.com/tV63…
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1 Mar 2023
Tax season is rife with opportunists who use a multitude of nefarious tactics to get you to part with your money. Even the savviest filer might have trouble discerning a real IRS request from a fake one. Here are five ways to protect yourself this season. raymondjamesconnect.com/tmua…
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27 Feb 2023
You've made a financial plan for retirement, but what about a fun plan? It's not too soon to think through how you plan to keep yourself busy, and recognize that the options are endless. These tips will help you explore the possibilities. raymondjamesconnect.com/tmO2…
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22 Feb 2023
The new SECURE 2.0 Act boosts retirement savings opportunities and modernizes many rules, making #retirementplanning more accessible. raymondjamesconnect.com/tDlv…
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