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With over four decades of dedicated experience in wealth management and financial advisory, my tenure with Raymond James and K L Brown & Associates has honed my experience in succession planning, retirement consulting, and comprehensive risk assessment. At the core of our professional ethos is a commitment to helping our clients' legacies and the seamless transition of their life's work, resonating deeply with the mission and culture of our independent firm.

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Ec...
10/30/2026

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Economist Eugenio Alemán explores the dynamics in the latest Weekly Economics.

raymondjames.com

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-...
10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting p...
10/26/2026

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting participants' retirement savings. The Employee Benefits Security Administration outlines 12 cybersecurity best practices, including risk assessments, employee training, strong access controls and incident response planning. Regularly reviewing these practices can help safeguard sensitive participant information and plan assets.

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Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:
10/23/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

Manufacturing production is recovering, but manufacturing employment has remained largely unchanged. In the latest Weekl...
10/23/2026

Manufacturing production is recovering, but manufacturing employment has remained largely unchanged. In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines why stronger output doesn't always lead to more jobs.

raymondjames.com

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices ...
10/22/2026

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices and interest rates. Beneath the surface, the impact of these factors have been much more acute.

Read more in the Weekly Market Guide.

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"A retirement plan is only as meaningful as the spending it's designed to support. This article helps you explore what y...
10/21/2026

"A retirement plan is only as meaningful as the spending it's designed to support. This article helps you explore what you'll spend and why—so you can build a personal spending baseline and approach retirement with confidence."

troweprice.com

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across ...
10/16/2026

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across income groups. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán shares his perspective on the latest economic data.

raymondjames.com

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with im...
10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

amazonaws.com

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goo...
10/09/2026

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics.

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3600 American Boulevard West, Suite 775
Bloomington, MN
55431

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