Michael Shipley, CPA, CFP

12/18/2022

Instead of hauling out those familiar New Year's resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here's a set of resolutions that can help ensure your long-term financial confidence.

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12/16/2022

Thinking about your life years – or decades – from now can be daunting, but we're here to help. A conversation with your financial advisor can bring clarity and empower you to visualize your future.

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12/15/2022

As we break into 2023, it's a great time to hit the "reset" button and get organized for the new year. Here are some key market dates and timely reminders for the season:

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12/14/2022

If a significant portion of your investable assets is tied up in one stock position, it may be time for a conversation about relevant risks and mitigation tactics. Don't hesitate to reach out if you'd like to discuss.

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12/13/2022

Equity futures are buoyed by investors' positive bias amid their hopes of positive news coming from the November Consumer Price Index report. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

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05/05/2020

07/03/2019

Please note that our offices, along with the financial markets, will be closed Thursday, July 4, for the Independence Day holiday. Additionally, our offices will be closed on Friday, July 5th. The markets will be open - so if you need to place a trade, you may call the Raymond James Client Services Center at 1-800-647-7378. More details about the market closures below:

Stock markets will be closed Thursday, July 4, and will close at 1 p.m. ET on Wednesday, July 3.

All option exchanges will be closed Thursday, July 4. On Wednesday, July 3, options on equities, ETFs, and indexes that normally close at 4 p.m. ET will close at 1 p.m. ET, and options on ETFs and indexes that normally close at 4:15 p.m. ET will close at 1:15 p.m. ET.

The bond market will be closed Thursday, July 4, and will close at 2 p.m. ET on Wednesday, July 3.

And there you have it!