08/14/2026
The 5 best personal finance books theweek.com
As a Retirement Planning Consultant and a registered representative, Scott specializes in Comprehens
After carefully developing a strategic financial plan, Scott works to achieve the proper balance and diversification of investments based on his clients needs and goals. He also helps his clients address uncertainties that occur in life through the proper use of Long-Term Care and Life Insurance. My practice has one goal: to help individuals achieve and attain their financial freedom. I do this by
08/14/2026
The 5 best personal finance books theweek.com
08/13/2026
Use AI with confidence in your business by implementing a few basic guardrails:
https://www.raymondjamesconnect.com/awC9_6
08/12/2026
Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:
The strategic side of debt raymondjames.com
08/11/2026
Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:
Three questions for evaluating the quality of your retirement life raymondjames.com
08/10/2026
Technology stocks bounced back as market participation broadened, with all 11 S&P 500 sectors now positive for the year. July payrolls slipped into negative territory but the bigger labor picture remains healthy. CIO Larry Adam shares insight in Up & Adam.
Up & Adam: Daily market insights: August 10, 2026 amazonaws.com
08/10/2026
August 10 - Equity futures point to a flattish opening amid a relatively quiet morning for the stock market. No economic data releases on the calendar, and this week's earnings releases are minimal.
Read more in the Morning Brew.
Morning Brew: August 10, 2026 amazonaws.com
07/09/2026
Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:
Dollars and sense: Teaching financial literacy early pays off raymondjames.com
07/08/2026
For business owners, stepping away from your business and entering retirement can be a significant shift.
After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.
I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.
Longevity Planning Thrive Guide raymondjames.com
07/07/2026
A strategic approach to charitable giving can help amplify your company's values and community impact. Explore how donor advised funds can bring greater flexibility and efficiency to corporate philanthropy:
Enhance your corporate giving strategy with a donor advised fund raymondjames.com
07/06/2026
Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
Four ways to teach your kids about business raymondjames.com