Poitevint Financial - Raymond James

06/02/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

05/29/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/27/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/20/2026

Most people don’t need a “new investment idea” - they need a real plan.

That’s why our process focuses on clarity and confidence, not complexity.
● We start with a Discovery Call to understand your goals.
● Build a personalized Goal Plan using Monte Carlo analysis.
● And review it regularly as life evolves.

Our team helps with everything from Social Security and Medicare to tax strategies, charitable giving, and even Roth or 529 accounts for your kids and grandkids.

It’s about building a life around your wealth, not just managing it.

What part of financial planning do you wish you had more clarity on? Let us know in the comments.

05/15/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

05/14/2026

Inspired by the "Power of Personal" at the Elevate National Conference, where the focus was on truly knowing our clients to make a meaningful impact. Collaborating with fellow RJ advisors brought fresh ideas, along with valuable insights into new technology and the growing role of AI. A special highlight: Phillip got to enjoy time with his family, including his parents and sister, who is now part of the RJ family as well.

05/12/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

raymondjames.com

05/10/2026

Today we celebrate the love, care and dedication that moms bring to our lives. Happy Mother's Day!

05/07/2026

Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the years ahead so you can retire with purpose and peace of mind:

raymondjames.com