We have assembled a selection of newsletters, market commentary, white papers and related links of interest to help you gain a greater understanding of all things financial. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Federal Reserve rate cut helped propel markets forward
9/30/2024
The S&P 500 notched its first positive performance in a September since 2019.
Markets & Investing
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Tax Planning
Outlining the path ahead for the markets and economy
9/26/2024
Raymond James CIO Larry Adam hits the road to break down his team's latest outlook.
Economy & Policy
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs
Living life and facing death can be liberating – and it doesn’t have to be hard.
Estate & Giving
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
What a lower interest rate means to the market
9/19/2024
For the first time in over four years, the Federal Reserve has lowered interest rates. What does it mean for your financial plan?
Markets & Investing
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Estate & Giving
Infographic: Thoughtful tips for a fulfilling retirement
Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
Retirement & Longevity
