Adam Stalcup, CFA, CFPr

09/09/2026

Scammers are constantly evolving their tactics, making vigilance essential. During Cybersecurity Awareness Month, we're highlighting EverSafe®*, a service designed to help identify unusual financial activity and alert you to potential concerns. Let's talk about ways you can take a proactive approach to protecting your financial life and personal information.

Raymond James is not affiliated with EverSafe®

09/08/2026

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especially important. This Cybersecurity Awareness Month, we're highlighting EverSafe®*, which includes specialized protections designed to help identify suspicious activity and support seniors and their families. Reach out if you'd like to discuss strategies for helping protect yourself or a loved one from identity theft, scams and financial exploitation.

Raymond James is not affiliated with EverSafe®

09/07/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

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09/02/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

09/01/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

08/31/2026

If you're earning a strong income, you may have discovered that building wealth involves more than simply earning more.

Balancing today's priorities with tomorrow's goals requires intentional planning and a strategy designed around your unique circumstances.

Exploring different planning opportunities may help create greater flexibility and confidence for the future.

A strong income is important. A plan for putting it to work can be even more valuable.

08/28/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

08/27/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

raymondjames.com

08/18/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

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