Zan Luther - Team Wealth Solutions Raymond James

04/03/2024

03/25/2024

Great Tax-Free Bond going towards Marshall County Schools. Feel free to give me a call.

$80 MILLION FOR SCHOOLS. Using the proceeds from the new countywide 1-c sales tax, the County School Board went to the bond market this morning and borrowed $79.4 million for a district-wide capital improvements program. Details of just what projects are to be included will be released at a later date. Once interest is added from investing the funds until needed, the total available for school construction is expected to exceed $80 million. The interest rate is 4.16 and annual payments will come to more than $5 million per year for the first four years. More in next week’s Advertiser-Gleam.

03/18/2024

Whether you get a refund or end up owing, you have options.

03/18/2024

Let’s create a plan for your life. No matter what stage you are in I would love to help evaluate your options!

03/13/2024

As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them.

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03/12/2024

Interested in retiring early? Here are some considerations as you make your plans:

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03/08/2024

This year's U.S. election and primary season could bring shifts in political control. Explore 6 historical scenarios for how stocks may perform given the results.

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03/07/2024

Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more:

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03/06/2024

Will the S&P 500 continue to roll on? With a rally this week, the S&P 500 will have rallied for 17 of 19 weeks – a feat last seen in 1964. Discover more insights from CIO Larry Adam in the latest Up & Adam.

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03/05/2024

Raymond James CIO Larry Adam notes that while there may be a period of consolidation, the long-term prospects for the sector are robust.

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02/29/2024

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02/28/2024

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.

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