Cassie Panzenbeck of Raymond James

06/12/2026

With SpaceX pricing the largest IPO in history, investors are already looking to the potential IPOs of Anthropic and OpenAI. However, these and other upcoming listings will NOT qualify for ‘fast-track' S&P 500 inclusion.

S&P Dow Jones Indices is maintaining its existing rules—requiring at least 12 months of trading history and meeting defined profitability thresholds before eligibility. The group emphasizes that these current standards "preserve core principles."

06/12/2026

Sometimes the very thing that creates substantial wealth poses its greatest threat.

Whether from equity compensation, a company's outperformance, or a number of other *good news* scenarios, one stock position representing a large portion of your portfolio can create outsized risk for your goals.

So how much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact.

raymondjames.com

06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

amazonaws.com

06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

05/29/2026

Some bonus content for 529 Day today: Did you know that 529 plans aren't just for college education anymore?

A 529 plans is a tax-advantaged investment tool that can help families save more for future education needs, including K-12 tuition, college tuition, apprenticeship expenses, room and board, technology needs, professional certifications, and much more. Depending on your state, your contributions may be deductible against your state income taxes.

Curious how a 529 fits into your plans, including building generational wealth? Let's chat.

05/29/2026

It's National 529 Day! Today (May 29th) celebrates 529 education savings plans and encourages families to start or boost their education savings.

529 plans across the country are offering special bonuses and promotions to help you get started. Use the link below to see if your state's plan is participating.

[HINT: Most promotions run through May 31, 2026, so act quickly.]

collegesavingsfoundation.org

05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

05/27/2026

Truly comprehensive wealth planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives. Health, purpose, relationships, and lifestyle choices all play a critical role in how fulfilling those years will be.

That's why I use longevity planning resources to help clients align their financial strategy with the life they want to live, not just the numbers they want to hit.

Planning for the future means planning for how you'll live, not just how long your money will last.

raymondjames.com

05/26/2026

In honor of my client and her fiancé (with whom I'm meeting this week), enjoy these 9 Tips for a Strong Financial Marriage.

raymondjames.com