ESTATE & GIVING Align your values with specialized investment and philanthropic vehicles. $111 million and counting. That’s how much tennis superstar Serena Williams’ venture capital fund raised to invest specifically in founders with diverse points of view. Serena Ventures actively invests in a growing portfolio of more than 60 companies that align with the angel […]

President Biden’s student loan relief exceeds expectations, said Ed Mills, managing director and Washington policy analyst for Equity Research. The details of the long-awaited student loan forgiveness program are more substantial than expectations. Headlines will highlight the $10,000 forgiveness for borrowers with income below $125,000 and households below $250,000, but the income-based repayment change, including changes […]

When selecting a personal representative to carry out the terms of your will, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen […]

Wisdom with Women – Retiring During a Recession: Important Point to Consider! If you missed our most recent Wisdom with Women on August 10th, featuring Ali Kemp, CFP®, CDFA®, discussing common questions and concerns about retiring during a recession, you can watch the recording below!    

Weekly Market Guide August 05, 2022 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy at Raymond James. Lower inflation expectations and bond yields are underpinning an impressive 13% S&P 500 rally from oversold levels over the last 32 days. Equities have nearly retraced half of this […]