Keeping you informed, and educated
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Whether having guest speakers present or sharing more social affairs such as wine tastings or golf outings, our client events give us the chance to get to know, and serve, you better. They also allow us to thank you for letting us into your life and provide the opportunity to invite a friend you think may benefit from our services.
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- Team Overview
- 5 Reasons Wealth Transfers Fail
- A Step-by-Step Guide to Hosting a Family Meeting
- Craft a Legacy That Will Last Long After Selling Your Business
- Estate Planning Challenges for Heirs in America
- A Guide to Your Raymond James Statement
- Investor Access Tour
- Financial Planning
- Retirement Planning
- Morningstar
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- Thoughts from the Holy City – November 2024
- Thoughts from the Holy City – October 2024
- Thoughts from the Holy City – September 2024
- Thoughts from the Holy City – July 2024
- Thoughts from the Holy City – April 2024
- Thoughts from the Holy City – March 2024
- Thoughts from the Holy City – 2023 The Year Behind & 2024 The Year Ahead
The pledged-securities mortgage explained
Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.
Family & Lifestyle
Leveraging a non-occupant co-borrower to buy a home
For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Key Requirements for Aging in Place
Remaining at your long-term residence as you age can be an attractive option – but it may require home modifications to accommodate your needs.
Retirement & Longevity
How AI and clean tech help create better, greener buildings
From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint.
Technology & Innovation
Mortgage: 15 vs. 30-Year Comparison
Determining which mortgage term is right for you can be a challen...
Loans
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
INTEGRITY
HOLISTIC COORDINATION WITH
YOUR CPA AND ATTORNEY.
YOUR CPA AND ATTORNEY.
