Lamchick Epstein Wealth Management Group

04/14/2026

Important - As a reminder, if you haven't re-applied for Step up for Students for year 26/27, the deadline is fast approaching. As a reminder, it is not automatic. You need to re-enroll each year.

stepupforstudents.org

04/09/2026

Rapid advances in AI, geopolitical tensions and trade uncertainty have amplified headlines and investor sentiment. Raymond James Chief Investment Officer Larry Adam examines market dynamics and why staying disciplined remains essential.

raymondjames.com

04/08/2026

Investors can gain more control over their portfolios with direct indexing. Learn more about this innovative and customizable strategy:

raymondjames.com

01/29/2026

JP Morgan Chase and Bank of America announced that it will match the U.S. government's one-time $1,000 contribution to the new "Trump Accounts" for eligible children of its U.S. employees. This adds an extra $1,000 per child to these tax-advantaged investment accounts. The program, part of President Trump's broader savings initiative, places a government-funded $1,000 into an investment account for eligible children born between January 1, 2025 and December 31st, 2028, encouraging long-term saving investing from birth. While the accounts are not accessible until children turn 18, this offers a head start on wealth building by exposing families to long-term investment growth.

cnbc.com

01/13/2026

Warm weather and beautiful scenery aren't the only ingredients for a good retirement location. Consider taxes and other location-based expenses:

raymondjames.com

01/12/2026

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement:

raymondjames.com

01/02/2026

cnbc.com

01/01/2026

The markets were resilient in 2025. With 2026 also likely to present challenges, Raymond James Chief Investment Officer Larry Adam previews his themes for the markets and economy.

12/31/2025

Happy, Healthy and Prosperous New Year to all!

11/05/2025

Dear Friends,

Denysse "Lisette" has been a part of the Raymond James Family for over 17 years -13 of those alongside our team- always giving her best to clients and colleagues alike.

Today, her son, Officer Sean Rios of the Pinecrest Police Department, bravely battles Ewing's Sarcoma, a rare and aggressive cancer.

Sean has spent his career serving his community, and we want to show him and Denysse that they're not alone in this fight.

Our hearts are with Denysse and Sean as they meet this challenge with courage, resilience, and hope.

We invite our colleagues, clients, and friends to join us as we stand united in support.

gofundme.com