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Swanson Vann Family Financial Planning of Raymond James
5847 San Felipe St
Ste 3900
Houston, TX 77057-3000
T: 713.781.7731
F: 713.781.7730
TF: 800.338.7731
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Newsletter
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
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Technology & Innovation
Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
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Family & Lifestyle
2025 investing outlook
1/2/2025
The year ahead may present challenges as markets and the economy look to maintain momentum.
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Markets & Investing
S&P 500 records its second straight year of 20%-plus gains
1/2/2025
December's market activity highlights the need for caution in the near term.
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Markets & Investing
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
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Business Ownership
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
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Tax Planning
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
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Markets & Investing
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
Federal Reserve forecasts fewer interest rate cuts in 2025
12/18/2024
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
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