Vivian Investment Partners - Raymond James

11/06/2026

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and intentions that give those assets meaning.

That is why I have chosen to make Total Family available to my clients at no additional cost. It gives families a place to capture what matters most and helps me bring that understanding into our conversations about financial and investment decisions.

If you are a client and would like an invitation, please reach out.

Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs.

11/06/2026

Nov. 6- Equity futures point to a modestly higher opening this morning as stocks look to recover a portion of yesterday's steep losses, which saw the S&P 500, NASDAQ Composite, and DJIA suffer their worst declines since April 2025.

Read the Morning Brew.

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11/06/2026

Friday Fun - Office Dog Obi had so much fun with his friends last weekend at the Halloween Pet Parade - He was an Itsy Bitsy Spider! He got to choose his prize after him and his friend Angus jointly won the ‘scariest’ costume!

11/05/2026

Nov. 5 - Equity futures point to a mixed opening this morning, with Dow futures once again leading the way following Wednesday's broad post-election rally.

Read more in the Morning Brew.

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11/04/2026

The SALT deduction cap has quadrupled. What does this mean for your taxes this year?

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11/04/2026

Nov. 4 - Equity futures point to a mostly higher open this morning following the midterm elections, which saw Democrats flip control of both the House and Senate.

Read more in the Morning Brew.

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11/03/2026

Nov. 3 - Equity futures point to a mixed open this morning, although NASDAQ futures are modestly higher as investors show some renewed buying interest in technology stocks following yesterday's sharp afternoon selloff.

Read more in the Morning Brew.

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11/02/2026

Nov. 2 - Equity futures point to a higher open this morning, with AI-related stocks and semiconductors showing signs of a rebound following last week's sharp losses.

Read more in the Morning Brew.

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10/30/2026

If you own a family business, you know it's much more than a source of income.

It's a legacy, a livelihood, and often a vision that spans generations.

The question is whether your business is prepared for a future transition. Succession planning may not always feel urgent, but it can be one of the most important conversations you have.

Planning today can help protect what you've worked so hard to build.

10/30/2026

Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretionary company and weak guidance from a large semiconductor company. NASDAQ futures are down more than 2.0%.

Read more in the Morning Brew.

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