Jordan Ramsey - Financial Advisor with Raymond James

06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

raymondjames.com

06/05/2026

yahoo.com

06/04/2026

Over 220 nominations were received from over 200 different branches and departments, representing charities from across 17 states. Of those nomination, the top 25 were invited to apply. The board of trustees were particularly impressed with each application submitted, making it a difficult, yet rewarding job to select the final 14 recipients. The 2026 Grant Initiative distributed over $245,000 in total grants.

06/03/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

06/02/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

06/01/2026

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major averages close at record highs on Friday, marking the ninth consecutive winning week for the S&P 500.

Read more in the Morning Brew.

amazonaws.com

05/29/2026

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

05/28/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

raymondjames.com

05/27/2026

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.

As state-mandated retirement programs roll out, many employers are using this moment to reassess their strategy and explore broader solutions, like a 401(k), that go beyond minimum requirements.

State-sponsored programs are designed to help employers satisfy minimum compliance requirements. Depending on plan design, employer-sponsored plans may offer additional flexibility and control compared to some state-sponsored programs — which employers often consider as part of broader recruitment, retention, and total rewards strategies.

Click the brochure to learn which states are affected and what the new retirement mandates could mean for your business.

raymondjames.com

05/26/2026

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

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