Keeping you up to date And in the loop
We believe it is not only important that we get to know you as a person and an investor, but that you get to know how we think. So we keep you abreast of market news and timely financial newsletters to give you convenient access to issues that matter to investors. We also keep you up to date on our upcoming events and speaking engagements that you may be interested in attending, and hope you’ll join us soon.
Upcoming Events
TBA
Navigating risk, wealth and public prominence
From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?
Technology & Innovation
Take back your time
Rethinking how you schedule your days can set you free.
Family & Lifestyle
![Read](/-/media/rj/common/resources/lifestyle/take-back-your-time.jpg)
![Read](/-/media/rj/common/resources/education/hidden-benefits-of-529-plans.jpg)
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you – not just your kids.
Family & Lifestyle
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
![Read](/-/media/rj/common/resources/business-owners/the-ins-and-outs-of-nonqualified-deferred-compensation.jpg)
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees.
Business Ownership
![Read](/-/media/rj/common/resources/estate/future-focused-communication-can-help-your-heirs-flourish.jpg)
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
![Read](/-/media/rj/common/resources/retirement/making-the-most-of-medicares-open-enrollment-period.jpg)
Make the most of Medicare's open enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Social Security increases benefits by 3.2% for 2024
The 2024 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Weave more of what you love into everyday life
How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle
Webinar replay - Quarterly Coordinates: Sailing on Strange Seas
10/10/2023
Chief Investment Officer Larry Adam discusses current economic and financial market developments.
Markets & Investing