Cassie Panzenbeck of Raymond James

10/22/2026

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices and interest rates. Beneath the surface, the impact of these factors have been much more acute.

Read more in the Weekly Market Guide.

amazonaws.com

10/21/2026

Women aren't bad with money. In fact, research shows that women tend to have better investing results than men, because of their ability to stay invested through volatile markets.

Yet, a 2025 Citizens survey of 1,500 adults shows that 84% of women said they lacked confidence in their ability to manage an inheritance or other financial windfall. (To be fair, 73% of men also felt unprepared.) Nearly half of women respondents (45%) said they felt confused or overwhelmed about managing their personal wealth, compared to just 27% of men.

Where's the disconnect? It's some combination of lack of exposure to personal finances (particularly amongst Boomers) and a continuing hesitation on the part of women to take a seat at the table for money management and estate planning decisions.

How can we do better?

As a wealth manager and financial planner, I do my part by taking an educational approach with ALL of my clients - ensuring both women and men understand what financial strategies we're employing for their benefit and why.

Women, you can do your part by actively participating in how your money is managed - from monthly budgeting, to deciding on large purchases, to actively participating in meetings with your financial advisor, accountant, and/or attorneys. If your current team of professionals aren't encouraging your participation or aren't addressing your questions and needs, then it's time to find new advisors.

www.usatoday.com

10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

amazonaws.com

10/15/2026

The calendar reads OCTOBER, and yet my clients and I are already busy preparing their final end-of-year strategies for managing their 2027 tax bills.

After all, strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end.

Not included in this article: Roth conversions and Backdoor Roth Contributions also have a calendar year deadline.

Curious what might be in your best interest? Let's chat.

raymondjames.com

10/14/2026

Planning to shift your portfolio ahead of election day? As the midterm elections approach, political rhetoric can intensify and contribute to short-term market volatility.

Remember, though, that rhetoric is not policy. While there may be potential shifts in control, the policy impact is likely to be limited while President Trump retains veto power.

Here's a deeper dive into midterms' historical impact on markets.

raymondjames.com

10/13/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/afdAeU

10/12/2026

Happy 4th Birthday to the current Bull Market! Does the rally have room to run into Year 5?

This bull market began amid Russia's invasion of Ukraine and post-COVID inflation, and it continues despite the US-Iran conflict and rising interest rates. Over the past four years, the S&P 500 has posted a price return of ~117%, surpassing the long-term average of ~90%. All 11 sectors have delivered gains, led by the Technology sector. Economic and corporate fundamentals remain on solid footing—consensus estimates call for S&P 500 EPS to grow 15% in 2027—providing a supportive backdrop to sustain the bull market.

10/12/2026

The AI revolution presents a unique opportunity for small business owners. But that potential comes with a few obstacles. We cover both here:

raymondjames.com

10/09/2026

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here's what to prepare for in a new world of scams:

raymondjames.com

10/08/2026

"How do we solve NIL?" That's one of my colleagues' favorite closing questions anytime a Q&A is wrapping up - regardless of the speaker's actual topic. It's fair to say we love sports around here, especially when athletes are counted among our clients. Here's what might surprise you:

Wealth management practices like mine aren't just supporting professional athletes anymore. Our client lists also include college athletes navigating the challenges of sudden wealth from "Name, Image, and Likeness" deals. When significant wealth arrives quickly, the challenges facing athletes are unique: managing a compressed earning window, pressure to make major decisions (at a young age), and the emotional effects tied to the life-changing power (and responsibility) of sudden wealth.

Assembling a team of TRUSTED and VETTED legal and financial professionals is a critical step in the wealth process that must happen early. Whether in college or stepping into the pros, athletes should be looking for advisors who:

* Lead with education
* Act with transparency
* Are eager to collaborate with other professionals
* Look to build frameworks (financial or otherwise)
that will help govern how decisions are made

Even if your occupation is more Desk Jockey than Pro Hockey, that advice translates to anyone seeking the support of a professional to help them reach their financial goals. If you're looking for the right pro for your team, you've found her. Let's chat.

raymondjames.com