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 […]

The Markets (as of market close July 29, 2022) July saw the stock market ebb and flow throughout the month. Sometimes the market reacted in response to news of some sort. Other times, stocks moved in anticipation of something that may happen. For instance, the latest quarterly corporate earnings reports generally have been better than […]

Weekly Market Guide July 22, 2022 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 is in the midst of its fourth ~10% oversold relief rally this year, up 8% from its mid-June lows. A positive development in the current bounce that differs from […]