Kasha McLemore, CFP, CRPC, Addison Avenue & Raymond James

10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

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09/30/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

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09/29/2026

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income that won't falter no matter what happens in the market. Explore why income annuities are becoming increasingly popular:

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09/25/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

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09/21/2026

Check out Market Views from Asset Management Services as Vice President of Portfolio Management, Iris Wang, CFA, revisits one of the market's biggest themes: artificial intelligence.

09/17/2026

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preserving long-term goals. Learn more:

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08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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08/11/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

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08/10/2026

Thinking of moving to a new state during your retirement? Learn what to consider so that you make the right choice and settle in with confidence:
https://www.raymondjamesconnect.com/a5kDhy

08/07/2026

Retirement planning is not just a personal milestone. Including your family in the conversation can help align expectations, clarify priorities and strengthen your long term financial plan.
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