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sweet financial market commentary

Weekly Market Commentary: September 19, 2017

The Markets “In theory, there is no difference between theory and practice, in practice there is.”1  Yogi Berra was talking about baseball, but the concept … Read more

EstimatingYour_RetirementIncome_Needs
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Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate … Read more

sweet financial market commentary

Weekly Market Commentary: September 12, 2017

The Markets Last week, the aftermath of Hurricane Harvey and potency of Hurricane Irma dominated hearts and minds, but there were some diversions and some … Read more

Leaving the Vacation Home to Family

Leaving the Vacation Home to Family

Tap into available strategies to ensure a smooth transition for those you love. Whether sporting a lakefront view or nestled in a mountainside perch, your … Read more

sweet financial market commentary

Weekly Market Commentary: September 5, 2017

The Markets When it comes to economic growth, the government doesn’t measure twice. It measures three times. Last week, the Bureau of Economic Analysis revised … Read more

Loaning family members money

Should You Loan Money to a Family Member?

Like most people, you’d do just about anything for a family member. But what if a family member wanted to borrow money? Should you do … Read more

sweet financial market commentary

Weekly Market Commentary: August 29, 2017

The Markets Hope floats. Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s.1 … Read more

Pay for college with IRA funds
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Paying for College – Should You Use Your IRA Funds?

It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look … Read more

sweet financial market commentary

Weekly Market Commentary: August 22, 2017

The Markets Here, there, and everywhere… Markets around the world appear to be benefitting from global economic recovery. So, global stock markets have been delivering … Read more

5 Retirement Blindspots
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5 Retirement Blindspots

We all have a vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter … Read more

sweet financial market commentary

Weekly Market Commentary: August 15, 2017

The Markets North Korea may be a little country, but it can churn up big trouble. The possibility that verbal hostilities between the United States … Read more

raymond-james-forbes

Raymond James Again Earns Prestigious Distinction

We have some exciting news to share with you! Raymond James once again has ranked among the most admired companies in the world, according to … Read more