Traci Steelman Financial Advisor

Traci Steelman Financial Advisor Financial Advisor with Integrity Wealth Strategies, LLC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Integrity Wealth Strategies, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services.

Inflation and rising interest rates present challenges for those with pension payouts, but here are a few considerations...
08/07/2023

Inflation and rising interest rates present challenges for those with pension payouts, but here are a few considerations to help you navigate and decide on the best payment option for you.

www.raymondjames.com

This article reminded me of the 1999 movie with Betty White! If you haven't seen it, you should. If, you've already been...
08/05/2023

This article reminded me of the 1999 movie with Betty White! If you haven't seen it, you should. If, you've already been to Lake Placid, did you find any of her pets?

travelandleisure.com

The continuation of Q2 earnings season, CPI and PPI reports and reading for Michigan Consumer Sentiment are key developm...
08/04/2023

The continuation of Q2 earnings season, CPI and PPI reports and reading for Michigan Consumer Sentiment are key developments to monitor in the week ahead. See CIO Larry Adam's top takeaways for this week in his Weekly Headings Snapshot.

www.raymondjames.com

Nonfarm employment numbers and the disinflationary process are slowing, but is it enough for the Fed to stop worrying ab...
08/04/2023

Nonfarm employment numbers and the disinflationary process are slowing, but is it enough for the Fed to stop worrying about hitting its 2% inflation target? Chief Economist Eugenio Alemán discusses in his Weekly Economic Commentary.

www.raymondjames.com

Choosing to work with a financial advisor can make a positive difference in your life – and even for the next generation...
08/04/2023

Choosing to work with a financial advisor can make a positive difference in your life – and even for the next generations of your family. See how a professional advisor can craft a tailored, holistic financial plan that supports your needs and goals.

www.raymondjames.com

Cybersecurity is an ever-evolving space, and navigating the web safely takes know-how. Here are some ways to identify th...
08/03/2023

Cybersecurity is an ever-evolving space, and navigating the web safely takes know-how. Here are some ways to identify the red flags associated with some common scams.

www.raymondjames.com

For high-net-worth families, the scheduled December 31, 2025, sunset of the Tax Cuts and Jobs Act's favorable estate tax...
08/02/2023

For high-net-worth families, the scheduled December 31, 2025, sunset of the Tax Cuts and Jobs Act's favorable estate tax changes may cause concern. Here are a few things to think about.

www.raymondjames.com

Following a brief pause in June, the Federal Reserve elected to raise interest rates by 25 basis points at its July FOMC...
08/01/2023

Following a brief pause in June, the Federal Reserve elected to raise interest rates by 25 basis points at its July FOMC meeting. Discover what this could mean for the future of central bank monetary policy.

www.raymondjames.com

Equity investors gave the Fed and the economy the benefit of the doubt through July as a "soft-landing" narrative surrou...
07/31/2023

Equity investors gave the Fed and the economy the benefit of the doubt through July as a "soft-landing" narrative surrounding inflation helped produce strong gains and diminished recession concerns. Read more in our July market recap.

www.raymondjames.com

For large or complex estates, the roles of executor or trustee can be intensive. Hiring a professional to carry the bur...
07/31/2023

For large or complex estates, the roles of executor or trustee can be intensive. Hiring a professional to carry the burden is an option that can help your loved ones when the time comes.

www.raymondjames.com

I know I have tried to visit a couple parks this summer that were already sold out for the season. Here are some less cr...
07/29/2023

I know I have tried to visit a couple parks this summer that were already sold out for the season. Here are some less crowded but still beautiful alternatives. Do you have a favorite state or national park?

capitalgazette.com

A key goal of estate planning is to facilitate wealth transfer for generations to come--which is why statistics like 90%...
07/28/2023

A key goal of estate planning is to facilitate wealth transfer for generations to come--which is why statistics like 90% of wealth transfers failing by the end of the third generation are staggering. So how can you ensure your plan stands the test of time?

www.raymondjames.com

Address

1240 Woodberry Road
York, PA
17408

Telephone

+17177670120

Website

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