Staying The Course Through Volatile Markets From the Desk of Brian Babbitt, CFA, CAIA Chief Investment Officer & Chief Compliance Officer For most of 2022, markets have been in the news as inflation, armed conflicts and growth concerns have led to meaningful market swings. This past week was no exception. For their part, financial news […]

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable giving opportunities, among other strategies. You’ll also want to maximize deductions and credits ahead of tax season. […]

RETIREMENT & LONGEVITY Learn how to get the most from your hard-earned benefits. There’s no doubt about it. Filing for Social Security can be daunting. There’s a ton of information – and misinformation – to weed through, as well as the need for some calculations based on several variables. Your benefits depend on your age, […]

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MARKETS & INVESTING September 09, 2022 Review the latest Weekly Headings by CIO at Raymond James, Larry Adam. Key Takeaways Anticipating improvements in the August inflation reports Retailers are discounting as they offload inventories The streak of declining gas prices continues The lights are on, and the stadiums are packed which means football is finally back! […]

RETIREMENT & LONGEVITY Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn’t cover everything. You may have a clear vision of your ideal retirement, but that dream could be challenged by unexpected healthcare costs. Even with Medicare, quality healthcare can come with a […]