“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Interest Rate Headwinds…a Tenacious Gust
11/22/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
The Takeaway:
Interest...
Markets & Investing
Temporary Tax Breaks Can Sweeten Your Year-End Generosity
Learn how pandemic relief policies expanded benefits for generous givers in 2021.
Estate & Giving
Flexible Liquidity Can Help Reduce Investment Disruption
A securities-based line of credit offers access to cash without scrambling your asset allocation.
Markets & Investing
Flexible Liquidity Can Help Reduce Investment Disruption
A securities-based line of credit offers access to cash without scrambling your asset allocation.
Markets & Investing
State of the Supply Chain, From Container Ships to Air Cargo
11/16/2021
“We believe that within a year, we’ll be talking about disinflationary or deflationary pressures,” says Raymond James CIO Larry Adam.
Markets & Investing
Review Retirement Plan Contribution Limits for 2022
Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity
Donate Reward Points to Help Charities Go the Distance
Sitting on piles of miles about to expire? Put your rewards to work for deserving causes.
Estate & Giving
A Step-by-Step Guide to Hosting a Family Meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
Will the Discontinuation of LIBOR Disrupt Your Investments?
11/12/2021
The London Interbank Offered Rate has been a primary benchmark in financial markets since the early 1980s. But it’s being phased out.
Markets & Investing
Weekly Investment Strategy
11/12/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing