Gregory J. Weimer, CFP, CPA - Wealth Manager

10/25/2021

Interesting article from the Collaborative Fund. So true in so many different situations!

A big part of almost every story in history is that expectations move slower than facts. People become vested in their views of how the world works. But the world can work one way for a long time and then … boom … abruptly lurch in a new direction. Opinions crawl while events leap. It’s a tric...

06/30/2021

Before you walk down the aisle or cohabitate, it's important to have open conversations about finances. Here are some ideas to get you started:

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06/25/2021

Raymond James CIO Larry Adam says, "As the U.S. economy reaches it peak growth in the recovery process, the consumer will remain the prime mover of economic growth over the next 12 months." Read more in the latest Weekly Investment Strategy.

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06/25/2021

Post-COVID-19, emphasis must be on investments that can make economic output larger or we risk instability.

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06/24/2021

Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones that can impact your taxes.

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06/23/2021

Schedule some time to review your Social Security benefits, insurance needs and online privacy settings.

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06/14/2021

529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified expenses. Learn what expenses are qualified.

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06/11/2021

Chief Investment Office Larry Adam outlines seven accolades the economy has earned throughout its remarkable recovery that portends continued strength.

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06/10/2021

In any financially independent retirement, Social Security is bound to be a dominant factor. Here are a few ways those in the know help maximize their benefits.

06/04/2021

Raymond James CIO Larry Adam says inflation pressures are likely to be transitory (as the Fed expects), peaking during the third quarter before subsiding by the end of the year. Read the Weekly Investment Strategy for more.

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05/28/2021

Raymond James CIO Larry Adam provides reminds investors not to lose focus on the markets amid summer months and discusses upcoming market moving events. Read the Weekly Investment Strategy.

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05/21/2021

"For the equity markets, history suggests that as long as the economy remains strong (as we expect), small to modest increases in taxes should not end the bull market run." Learn more from Raymond James CIO Larry Adam.

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