Poitevint Financial - Raymond James

Poitevint Financial - Raymond James Our mission is to continue making the complicated world of investing easier to understand. Securities offered through Raymond James Financial Services, Inc.

Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Poitevint Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see: http://raymondjames.com/smicd.htm

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
09/03/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
09/02/2026

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

Piers Phillip Poitevint has arrived! Born: 09/01/2026 at 9:43amWeight: 7 pounds 11 ouncesLength: 19 inchesBoth mom and b...
09/01/2026

Piers Phillip Poitevint has arrived!
Born: 09/01/2026 at 9:43am
Weight: 7 pounds 11 ounces
Length: 19 inches

Both mom and baby are doing great! We are all ecstatic baby boy is finally here. We love him so much already!

The legacy you leave behind isn't measured only by financial assets.It's also reflected in your values, your priorities,...
08/31/2026

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.

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per e...
08/27/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/24/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've work...
08/20/2026

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
08/17/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an i...
08/13/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

raymondjames.com

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn ...
08/10/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

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