Blog Archive

2023

2023 Year-End Tax Planning (11.30.2023)

7 More Things to Know About Health Savings Accounts (9.29.2023)

Direct Indexing (8.15.2023)

Three Buckets of Money (4.24.2023)

SECURE Act 2.0 (2.02.2023)

Raymond James' Ten Themes for 2023 (1.13.2023)

2022

Year-End Planning in a Bear Market (11.08.2022)

Tax Loss Harvesting (08.05.2022)

Series I Savings Bonds (04.26.2022)

Correction Reminders (01.26.2022)

Raymond James' Ten Themes for 2022 (01.21.2022)

2021

Your 2021 Year-End Checklist (11.30.2021)

Proposed Tax Law Changes (09.30.2021)

A Random Walk Down Wall Street (07.20.2021)

12 Timeless Investing Principles (05.17.2021)

Quarterly Coordinates (04.20.2021)

Adjusting Portfolios For Recovery (03.08.2021)

Raymond James' Ten Themes for 2021 (01.25.2021)

2020

How to Invest a Bonus (Or Other Lump Sum) (12.03.2020)

Year-End Planning in 2020 (11.02.2020)

Investing Around An Election (10.01.2020)

Putting Money To Work (09.15.2020)

The Importance of Rebalancing (07.28.2020)

Take Care of Each Other (05.19.2020)

Raymond James Coronavirus Call Recap (03.19.2020)

A 10-Step Bear Market Checklist (03.17.2020)

Coronavirus, Oil and Market Volatility (03.13.2020)

Raymond James' 10 Themes for 2020 (01.21.2020)

2019

Year-End Planning At All-Time Highs (11.18.2019)

Tax-Efficient Giving (10.15.2019)

8 Planning Tips for New Parents (08.27.2019)

Tom James' 20 Keys to Better Investing (07.26.2019)

Pros and Cons of Group Life Insurance (06.24.2019)

Cash In Your Financial Plan (04.29.2019)

How Should We Be Saving? (03.14.2019)

Raymond James’ 10 Themes for 2019 (02.11.2019)

2018

A Roadmap for Volatile Markets (12.26.2018)

Tax Reform, Market Volatility and Year-End Planning(11.30.2018)

529s vs Florida Prepaid (10.22.2018)

Why is the Market Going Up? (09.07.2018)

5 Common Financial Blind Spots (07.24.2018)

“Am I on track?” (06.04.2018)

Tax Efficiency (04.30.2018)

5 Things to Do Before the Next Market Downturn (03.23.2018)

5 Things to Know About Health Savings Accounts (02.20.2018)

Tax Law Implications and 2018 Outlook (01.23.2018)

2017

Year-End Moves to Consider Now (12.15.2017)