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Securities-based lending helps ease financing luxuries

When buying luxuries, your portfolio can be powerful collateral.

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity

What does the tariff pause mean for markets?

4/10/2025

Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.

Markets & Investing

Concentrated equity risk: Is it time to break your concentration?

Sometimes the very thing that creates substantial wealth poses its greatest threat.

Markets & Investing

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

Tariff relief a positive but high uncertainty remains

4/9/2025

In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.

Economy & Policy

Embarking on an encore career as an entrepreneur

Starting a business in retirement.

Retirement & Longevity

Tariff policy: potential paths and endgames

4/6/2025

In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.

Economy & Policy

The triumphs and pitfalls of franchising

Business ownership can be one of the most rewarding career endeavors you pursue, both financially and personally. B...

Business Ownership

Policy uncertainty weighed on markets in March

3/31/2025

Turbulence is expected to continue until markets gain more clarity.

Markets & Investing

Can homeschooling and a full-time job co-exist?

Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.

Family & Lifestyle

Are you ready?

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