Spring Clean Up! Your yard, home and finances 2024

It's important to review and maintain your accounts regularly to be sure your wishes are reflected accurately.

What Tax Forms Do I Need for my Investment Accounts?

Watch the video to learn what tax forms are needed for filing and what to expect from brokerage & retirement accounts.

Do I need an Estate Plan? Revocable or Irrevocable Trust - what's the difference?

Protecting your financial assets can be overwhelming! Watch the video for estate planning tips from the Director of Trusts, Brad Vezina, of McLane Middleton.

The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James is not affiliated with nor endorses the opinions or services of Brad Vezina or McLane Middleton.

SAFEGUARDING YOUR CASH

The recent instability in the banking sector has had many clients, businesses and endowments scrambling to protect their cash. Here are a few ways we can help with cash management in these turbulent times.

HOLIDAY GIFTING

Looking for a more meaningful gift this holiday season? Consider these strategies when giving monetary gifts.

529 EDUCATION SAVINGS PLAN

There are many things to prepare for when becoming first-time parents. Watch as we explain the benefits of opening a 529 Education Account and how it’s never too early to start saving for your child’s future!

WHAT ARE I-BONDS?

I-Bonds are inflation-adjusted Series I savings bonds from the United States Treasury. Watch the video to learn more and see if it’s the right investment for you.

PREPPING KIDS FOR YOUR LEGACY

Do you have a plan for your kid(s) to carry on your legacy? Do you trust them to take good care of it? Here’s how we can help ensure that what you’ve worked so hard to build, lives on.

TRADITIONAL IRA vs ROTH IRA

At the beginning of each year, many investors contemplate which of their retirement accounts – Traditional or Roth IRA – they should make a contribution. Need help deciding? Check out our video!

INFLATION

Does it impact me? How do I position my investments?

DECRYPTING BITCOIN & BLOCKCHAIN

What it is and how it works. Here is what you need to know!

COMMISSION vs FEE-BASED FINANCIAL ADVISORS: WHAT’S THE DIFFERENCE & WHY SHOULD YOU CARE?

When it comes to financial planning – you’ve got choices! Some people look for simple investment solutions, while others are more complex. Wherever you land on the spectrum, having a financial advisor whose payment model fits with your personal needs is key. In the world of wealth management, there are usually two types of compensation structures: fee-based and commission-based. Watch the video below to learn more and see what works best for you!

MUTUAL FUNDS vs EXCHANGE TRADED FUNDS

Learn how to decide which fund is the right investment for you.

Every type of investment, including mutual funds, involves risk. Risk refers to the possibility that you will lose money (both principal and any earnings) or fail to make money on an investment. Changing market conditions can create fluctuations in the value of a mutual fund investment. In addition, there are fees and expenses associated with investing in mutual funds that do not usually occur when purchasing individual securities directly. ETF shareholders should be aware that the general level of stock or bond prices may decline, thus affecting the value of an exchange-traded fund. Although exchange-traded funds are designed to provide investment results that generally correspond to the price and yield performance of their respective underlying indexes, the funds may not be able to exactly replicate the performance of the indexes because of fund expenses and other factors.

NURTURING YOUR NEST EGG

Keep it safe from one of the biggest dangers–your own emotions. Here’s how we can help!

IN BONDS, WE TRUST

Next up in our Educational Series we breakdown the basics of investment bonds; what is it and how they work. Watch the video to learn more.

UNDERSTANDING STOCKS

We are excited to kick off our new Education Series on the basics of finance and investing. First up – Let’s talk stocks!