Bill Grous

03/05/2020

Good day everyone… see the details for our update call below. We are always available to discuss.

03/04/2020

We are hosting a lunch with Raymond James Washington Policy Analyst, Ed Mills, on March 18th in Midtown Manhattan. Reach out to 212-430-2394 or [email protected] if you wish to attend.

02/04/2020

January had it's fair share ups and downs for equity markets, as growing concerns surrounding geopolitical events and the Wuhan coronavirus resulted in a market pullback, despite recent gains. Check out the monthly market recap:

www.raymondjames.com

01/31/2020

We still have seats available for our February 12th lunch with DWS' Chief Investment Officer, David Bianco. Here is a clip of David on CNBC's Squawk Box in December 2019. To reserve a seat, please reach out to [email protected] or 2124302396.

David Bianco, chief investment officer for the Americas at DWS Group, and Larry Kantor, operating partner at Atlas Merchant Capital, discuss what investors should watch in the markets going into the trading session.

01/27/2020

Healthcare Policy Analyst Chris Meekins on the coronavirus outbreak and its impact on the markets: "The U.S. is the global leader in infectious disease detection and response... from my perspective, we're in good shape." Watch:

Kevin Caron of Washington Crossing Advisors and Chris Meekins of Raymond James join "Squawk Alley" to discuss the sell-off in the market amid coronavirus fears.

01/23/2020

How much you spend and save now plays a major role in determining how much you will be able to accumulate and therefore how much you can spend in retirement. Here is a guide to start thinking about retirement with your partner.

In 2018, Fidelity Investments asked couples how much they think they will need to save for retirement to maintain their current lifestyle. Believe it or not, 49% said they had “no idea.” Over half the survey respondents – 54% – disagreed on the amount needed to retire, and 43% had differing ...

01/22/2020

The Treasury curve has historically been a worthy gauge on economic conditions. The curve is telling us that interest rates may stay low for some time while inflation remains humbly in check. Mind the directional move of the curve and be sure to keep appropriate asset allocations. Remember that for many investors, fixed income assets are designed to preserve wealth. Be careful getting caught up or greedy with record equity levels and allow disproportionate asset allocations especially when the Treasury curve is revealing signs of caution. Disciplined asset allocation is essential under all market conditions.

Domestic interest rates 10 years and out have moved very little in actual figures over the last 8 years. As a matter of fact, the 10-year Treasury is only 23bp lower today than it was on January 21, 2012. By comparison, the 2-year and 3-month Treasuries have moved more than 6 times as much and in th...

01/14/2020

We are hosting a lunch on February 12th with David Bianco, CIO of Americas at DWS. Please reach out to [email protected] or 212 430 2396 for more details

01/13/2020

The start of a new year inevitably brings a fresh round of predictions by financial pundits from around the investment universe. You have to understand these predictions are for the short term and may not fit a long term strategy.

The start of a new year inevitably brings a fresh round of predictions by financial pundits from around the investment universe. In the fixed income world, most of these predictions revolve around forecasting where interest rates will end up at the end of the year, and based on those forecasts, whic...

01/13/2020

For a clear picture of the economy and capital markets from last quarter, check out the latest Capital Markets Review:

www.raymondjames.com

01/09/2020

REMINDER, We are hosting our "Off the Grill" 20/20 Vision Market Update Call today at 3:30pm EST. Dial in at 800-353-6461. Passcode: 4507621

01/08/2020

Smart moves at the beginning of tax season can help get your financial house in order. Here are some tips to lay the groundwork for the upcoming tax season.

Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare to file their returns, let’s take a look at what we should be th...