Bianca Lee at Johnson, Peterson & Walpole, LLC

05/26/2026

Equity futures point to a higher opening this morning as investors return from the long holiday weekend to headlines of negotiation progress between the U.S. and Iran.

Read more in the Morning Brew.

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05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/22/2026

Equity futures point to a higher opening amid a relatively quiet Friday morning ahead of the long weekend.

Read more in the Morning Brew.

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05/21/2026

Equity futures point to a lower opening this morning after stocks rallied in yesterday's session to snap the S&P 500's three-day losing streak.

Read more in the Morning Brew.

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05/14/2026

Our May Newsletter is now available. We are almost halfway through the year! Time flies 😋

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05/10/2026

Wishing a warm and happy Mother's Day to all who nurture, support and inspire.

04/22/2026

Today we honor the planet we call home – may we continue protecting, nurturing and appreciating it every day.

04/16/2026

Tax season has come to a close. Check out the latest newsletter and let's connect to optimize your Q2 😊

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03/12/2026

Our March Newsletter is now available. Hope you have a nice month!

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03/03/2026

The 2025 charitable giving season may have come to a close, but the impact continues – especially as Raymond James Charitable marks 25 years of supporting generosity and meaningful giving.

Whether clients are exploring their charitable goals for the first time or looking to build a meaningful legacy, Raymond James Charitable continues to be a strong resource for making an impact.

If you are considering ways to incorporate philanthropy into your broader financial plan, I am here to help guide that conversation. Together, we can explore options that align with your values and long term objectives.