Southeast Capital Investment Group

06/09/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

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06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

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06/07/2026

🎉 Happy Birthday, Jack! 🎉 Wishing you a day filled with celebration and a year ahead full of success, great moments, and everything that makes you happiest. Your thoughtful perspective and love for great conversation bring so much value to our team. Hope your birthday is a fantastic one! 🎂🎈🎊

06/05/2026

Inflation pressure and labor market fundamentals are reshaping expectations for monetary policy. Raymond James Chief Economist Eugenio Alemán shares his insight in the latest Weekly Economics.

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06/05/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

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06/04/2026

Not all savings accounts for children are designed for the same goal.

Part 2 of 3: The Purpose of Trump Accounts

Trump Accounts and 529 plans both support long-term saving, but their purposes differ.

Key distinctions:
• Trump Accounts focus on retirement savings, while 529 plans are designed for education
• 529 withdrawals can be tax-free for qualified education expenses
• Trump Accounts restrict withdrawals before age 18 in most cases
• Investment options are more limited in early years for Trump Accounts

Each serves a different role in planning for a child's future.

To learn more about Trump Accounts, visit www.trumpaccounts.gov.

Please note that this information comes from initial IRS guidance only and is subject to change.

06/02/2026

Lifestyle creep rarely feels dangerous.
It feels deserved.
When income grows, so does comfort. The house gets a little bigger. The cars improve. Vacations become more frequent. And in today’s world of constant social media comparison, it’s easy to believe everyone else is doing the same.
The issue isn’t irresponsibility.
It's gradual drift.
Over time, quiet increases in spending can crowd out flexibility, long-term savings, and future options, especially if you haven’t clearly defined what matters most.
High income creates opportunity. But opportunity without direction doesn’t automatically create lasting wealth.
This video breaks down how lifestyle creep happens and why intentional planning is what protects your long-term goals.

06/01/2026

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation.

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05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

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