Portfolio Strategy
9/16/2022
The global economic climate has changed quite dramatically since the beginning of the year and
runs in stark contrast to the glory days of 2021.
Markets & Investing
Technology makes it easier (and safer) to age in place
Digital advances may help your loved ones remain in their home while retaining a higher level of independence.
Retirement & Estate Planning
Insights and Strategies
9/1/2022
We are now 8-months into the year and it is not surprising that the “inflation fever” is still top of mind for most.
Markets & Investing
Pride around the World: Brazil
In June 1997, 2,000 people took to the streets of Sao Paulo to protest discriminatory laws against the LGBTQ community in Brazil.
Life Events, Lifestyle & Technology
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Pride around the World: Iceland
The island nation of Iceland is often referred to as one of the most LGBT-friendly countries in the world.
Life Events, Lifestyle & Technology
Celebrating Pride All Year Long
We’re pleased to announce that we’re launching Raymond James’ article series on Pride.
Life Events, Lifestyle & Technology
Client Insights
8/9/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in
the hit fantasy TV series Game of Thrones.
Markets & Investing
Quarterly Asset Allocation
7/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing
Portfolio Strategy
7/8/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have
fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing
Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
