Clients & Friends, We are thinking of you and your family and hope you are safe and well. While we all have changed our routines for the greater good of the community, we realize some may still be adjusting to the new normal and we want to provide helpful tips and resources. We’re so grateful to be able to stay connected.If you’re […]

Washington Policy Analyst Ed Mills and Healthcare Policy Analyst Chris Meekins describe the proposal, which they view as a starting point for negotiations rather than a list of final provisions. A $2.5 trillion counteroffer has been released by House Speaker Nancy Pelosi, upping the ante in a high-stakes negotiation for a federal fiscal response to […]

From the now “Remote” Desk of Liliana Ayon Huerta, Tax Advisor It’s official the tax filing deadline will be delayed to July 15! Due to the COVID-19 Outbreak and with all the chaos around the world. We would like to bring you a little peace of mind! Right now, we believe we need to help each other […]

“The biggest point we can make is to have patience and stay calm,” says Chief Investment Officer Larry Adam. “There is significant fiscal stimulus coming.” The economic effects of COVID-19 have accelerated quickly and the financial markets are experiencing heightened volatility. The major U.S. stock indices rise on positive news, such as the president’s call […]

From the now “Remote” Desk of Ali Criss, CFPDear clients & friends, As you settle into your evening, take a moment to watch Raymond James Chief Investment Officer, Larry Adam, and his panel discuss the impending impacts of COVID-19. This webinar touches on recession concerns, potential economic impact scenarios and gives updates on the 2020 economic outlook as […]

From the desk of Ali Criss, CFP As I woke up this morning, I let out a sigh of anxiety wondering what kind of stock market & world I was walking into. I powered up my laptop and started reading through articles about the Coronavirus…where has it spread?… how many lives has it taken? Next, […]