Vivian Investment Partners - Raymond James

If you're looking for Tax Planning & Income Strategies for a traditional retirement, managing FIRE or a flexible “work-optional” lifestyle, we can help, this is what we specialize in.

Equity futures point to a higher opening this morning as stocks look to bounce back from their worst session of the week...
06/11/2026

Equity futures point to a higher opening this morning as stocks look to bounce back from their worst session of the week. Yesterday's action was defined by another intraday sell-off in tech names.

Read more in the Morning Brew.

amazonaws.com

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.As state-m...
06/11/2026

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

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across ...
06/10/2026

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew.

amazonaws.com

Over 220 nominations were received from over 200 different branches and departments, representing charities from across ...
06/09/2026

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.

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.The group led the major...
06/09/2026

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.

The group led the major averages to a higher finish yesterday, though broader market strength steadily deteriorated.

Read more in the Morning Brew.

amazonaws.com

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win...
06/08/2026

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win streak for the S&P 500.

Read more in the Morning Brew.

amazonaws.com

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and repor...
06/05/2026

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and reports continue to indicate limited negotiation progress between the U.S. and Iran.

Read more in the Morning Brew.

amazonaws.com

Friday Fun (Special edition) - Office Dog Obi received this delightful cartoon from a client and friend where he's discu...
06/05/2026

Friday Fun (Special edition) - Office Dog Obi received this delightful cartoon from a client and friend where he's discussing his job with his dog friend, and Obi wanted to share it with everyone today 😍

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/04/2026

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

raymondjames.com

Address

1276 N Palm Canyon Drive
Palm Springs, CA
95020

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14087132020

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