Financial Advisor with Raymond James

Financial Advisor with Raymond James As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses.

Our offices will be closed on Thursday, November 25, 2021. Happy Thanksgiving!
11/23/2021

Our offices will be closed on Thursday, November 25, 2021. Happy Thanksgiving!

Estate planning is more than transferring money – it's about what that money can do for future generations. Not sure how...
11/10/2021

Estate planning is more than transferring money – it's about what that money can do for future generations. Not sure how to start the conversation on your own? Consider these tips:

www.raymondjames.com

If you're preparing for retirement, you might be concerned about inflation impacting your future living costs – especial...
11/09/2021

If you're preparing for retirement, you might be concerned about inflation impacting your future living costs – especially your medical expenses. See how you might be able to combat rising healthcare prices:

www.raymondjames.com

October proved to be optimistic in the forms of earnings reports and early signs that inflation and supply chain concern...
11/03/2021

October proved to be optimistic in the forms of earnings reports and early signs that inflation and supply chain concerns have peaked. This is a stark difference from September, when investors saw the first equity market decline in eight months.

www.raymondjames.com

If you're looking to realign your portfolio while also giving back to the causes you care about, consider donating appre...
11/02/2021

If you're looking to realign your portfolio while also giving back to the causes you care about, consider donating appreciated stock. See five of the benefits:

www.raymondjames.com

The housing market continues to be competitive, and Boomers and Millennials are vying for the same homes. Because they c...
10/21/2021

The housing market continues to be competitive, and Boomers and Millennials are vying for the same homes. Because they can tap into home equity and submit all-cash offers, Boomers are winning.

www.forbes.com

The qualified business income deduction is complex, but it can make a meaningful difference for certain non-corporate ow...
10/20/2021

The qualified business income deduction is complex, but it can make a meaningful difference for certain non-corporate owners. Review the qualifications:

www.raymondjames.com

Market volatility can often be an indicator of something more, such as an impending government shutdown, but it can also...
10/12/2021

Market volatility can often be an indicator of something more, such as an impending government shutdown, but it can also be a sign of a forthcoming optimistic market. Raymond James CIO Larry Adam shares his insights:

www.raymondjames.com

Raymond James CIO Larry Adam predicts the economy should keep climbing at an above-trend economic pace through at least ...
10/07/2021

Raymond James CIO Larry Adam predicts the economy should keep climbing at an above-trend economic pace through at least 2022. Let me know if you'd like to discuss what that means for your long-term plan and investment objectives.

www.raymondjames.com

Although the new iPhone 13 comes with plenty of features, there's one it won't be equipped with – Touch ID. See the poss...
09/30/2021

Although the new iPhone 13 comes with plenty of features, there's one it won't be equipped with – Touch ID. See the possible future plans for incorporating this form of biometric verification:

www.forbes.com

09/28/2021

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