Matt Cardella, CFP

Matt Cardella, CFP Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our office and the markets are closed Monday, February 19, in observance of Presidents Day. Of course, you can access yo...
02/19/2024

Our office and the markets are closed Monday, February 19, in observance of Presidents Day. Of course, you can access your account(s) using Client Access anytime, year-round.

The 2024 election is less than one year away. Many of us are already fielding questions on what the election may mean fo...
02/15/2024

The 2024 election is less than one year away. Many of us are already fielding questions on what the election may mean for the economy and financial markets. Our response, as always, is that elections don't matter nearly as much for markets as many suspect. Read Invesco's Global Market Strategist Brian Levitt's views on why people care about elections and markets don't.

www.invesco.com

Wishing you and those you love a Happy Valentine's Day.
02/14/2024

Wishing you and those you love a Happy Valentine's Day.

As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these commo...
02/12/2024

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.

www.raymondjames.com

01/31/2024

forbes.com

The market is poised to open slightly lower. Earnings news since yesterday's close has received mixed responses. Read mo...
01/30/2024

The market is poised to open slightly lower. Earnings news since yesterday's close has received mixed responses. Read more in the Morning Brew.

www.raymondjames.com

There's no one-size-fits-all solution for passing on your family home, but here are a few strategies you can use to help...
01/29/2024

There's no one-size-fits-all solution for passing on your family home, but here are a few strategies you can use to help ensure your home stays around for the next generation.

www.raymondjames.com

Most of us associate 529 accounts as college savings vehicles. They're flexible, allowing you to transfer assets to anyo...
01/25/2024

Most of us associate 529 accounts as college savings vehicles. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool?

www.raymondjames.com

Despite some market volatility, Raymond James CIO Larry Adam notes that we're in the opening stages of a bull market exp...
01/24/2024

Despite some market volatility, Raymond James CIO Larry Adam notes that we're in the opening stages of a bull market expected to last years.

www.raymondjames.com

Leave so much more than money to your heirs. Here's how to leave something of significance and create a meaningful legac...
01/24/2024

Leave so much more than money to your heirs. Here's how to leave something of significance and create a meaningful legacy that lasts generations:

www.raymondjames.com

While interest rates are well off their recent peaks, yields still stand near their highest levels in nearly 15 years. A...
01/22/2024

While interest rates are well off their recent peaks, yields still stand near their highest levels in nearly 15 years. And with a Fed easing cycle coming into view, yields may trend lower in the months ahead notes Senior Investment Strategist Tracey Manzi.

www.raymondjames.com

Happy New Year! Start 2024 off on the right foot with Planuary. Throughout the month, consider where you can organize in...
01/18/2024

Happy New Year! Start 2024 off on the right foot with Planuary. Throughout the month, consider where you can organize information about your home, your health, and your important documents. Read the full article from Everplans to learn more.
https://www.raymondjamesconnect.com/ao9TNr

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