Events

As we turn the page towards the new year, many people look to the future for a fresh start and a new set of opportunities in the coming year. The stock market is no different, as it looks to put a volatile 2022 in the rearview mirror and looks to return to its prior growth. However, much like many New Years resolutions, the market faces an uphill climb, created by a number of issues which will carry over into the new year.

Given the complicated outlook ahead of us, I have set up an opportunity for you to hear directly from some of the professionals in the field as they discuss the outlook for the investment markets moving forward. Therefore, I invite you to view our “Guide to the Markets” webinar, held with our industry partners with JPMorgan Asset Management.

Raymond James is not affiliated with JP Morgan Asset Management.

One important aspect of a successful financial plan, and an often-confused one, is on properly planning for Social Security. Very often we speak with clients who do not fully understand Social Security, are confused on the best course of action for taking their benefits, or are concerned with whether benefits will even be available for them in the future. Given this confusion, we have set up an opportunity with a professional in the field, and invite you to participate in our webinar, titled “Let’s Talk Social Security.”

We are joining with MFS Investments for an educational discussion aimed at providing you with full, updated information on Social Security and allowing you to make the best possible decision for your Social Security.

Raymond James is not affiliated with MFS Investments.

Given the ever-changing markets, the constant influx of news, and the roller-coaster of emotions involved with investing, we feel it is important to reflect on the ways our emotions affect our investing.

Therefore, we have set up an opportunity with a number of professionals, and invite you to view our webinar, titled “Behavioral Finance – Don’t Be Your Own Worst Enemy.” We are joining with Touchstone Investments for an educational discussion aimed at providing you with our insights on the academic evolution of behavioral economics and portfolio theory, explore how and why we make decisions based on common biases/tendencies, and reveal the seven steps you can take now to become a better investor.