Adam Stalcup, CFA, CFPr

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Adam Stalcup, CFA, CFPr My team and I help motivated people have better lives and clearer finances.

The most enduring gifts often invest in people, places and shared traditions. Discover how cultural philanthropy can cel...
11/03/2026

The most enduring gifts often invest in people, places and shared traditions. Discover how cultural philanthropy can celebrate heritage, foster stronger communities and create a lasting legacy:

raymondjames.com

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
11/02/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

raymondjames.com

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome co...
11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advanta...
10/30/2026

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
10/29/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting p...
10/28/2026

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:
10/27/2026

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

raymondjames.com

10/26/2026

While 18 years may sound like a long time, the window to save for future education expenses can pass quickly. Starting early can help families take advantage of time, compounding and the tax benefits available through a 529 plan.
https://www.raymondjamesconnect.com/sayfc

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affec...
10/26/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

raymondjames.com

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312 Brook Park Place
Forest, VA
24551

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Thursday 8:30am - 5pm
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+14343005760

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