Alison Donnelly, Financial Advisor

04/02/2026

Retirement planning doesn’t have to feel overwhelming.
A clear income plan, realistic spending expectations, and a purpose beyond the numbers can make all the difference. 💛

03/27/2026

Oil price headlines have dominated market conversations in recent weeks. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam broadens the view, offering perspective on the underlying resilience of the economy and financial markets.

raymondjames.com

03/26/2026

💡 Tax planning works best when it’s done early...and done intentionally! Avoid common tax planning mistakes now to help reduce surprises later. 📅

Not sure where to start? I am here to help guide the conversation. 🤝

03/20/2026

Oil disruption is driving market conversations, yet US economic growth remains on solid footing. Raymond James Chief Investment Officer Larry Adam examines the factors supporting a constructive outlook in Weekly Headings:

raymondjames.com

03/20/2026

Inherited money and not sure what to do next? You’re not alone.
Take a minute with this video 🎥 — it walks through a few steps that can help you feel more grounded 💛.

03/19/2026

✨ New video dropping tomorrow! ✨

If you're navigating an inheritance or sudden wealth, you don't have to do it alone. It's one of our specialties, and I'm sharing key tips to help you move forward with clarity and confidence.

03/13/2026

Raymond James Chief Investment Officer Larry Adam evaluates what surging gasoline prices and soft jobs reports mean for the markets and the upcoming Fed meeting.

raymondjames.com

03/12/2026

Tax season doesn’t have to be stressful. 🧘‍♀️✨ A little prep now can go a long way! Gather your key documents, review your investment and retirement statements, and connect with your advisor early — your future self will thank you. 🙌

03/09/2026

The latest data shows modest but ongoing economic growth. While challenges remain—like inflation and market valuations—advancements in technology and productivity continue to drive opportunity. 🌱

Check out this Monday Morning Outlook from !

Legacy Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. This information was developed by First Trust, an independent third party. The opinions of Brian S. Wesbury, Robert Stein, Strider Elass, Andrew Opdyke, Bryce Gill, and Nate Gerze are independent from and not necessarily those of RJFS or Raymond James.

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03/06/2026

While the Iran conflict is creating short‑term market volatility, short-lived conflict seldom inflicts lasting economic damage. Chief Investment Officer Larry Adams shares what the evolving situation could mean for financial markets in the weeks ahead.

raymondjames.com

03/05/2026

🎥 New Video: The Hidden Cost of DIY Investing

DIY investing is convenient — but emotions and small mistakes can quietly hurt long‑term results.

👉 Watch now to learn what most DIY investors overlook and how to invest with more confidence.

03/04/2026

Tune in tomorrow for...
💸 The Hidden Cost of DIY Investing 💸