Blue Granite Wealth - Raymond James Financial Services

10/14/2026

Social Security will see a 3.6% cost-of-living adjustment for 2027, this bigger increase comes amid higher inflation

cnbc.com

10/02/2026

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

raymondjames.com

09/13/2026

Today, Blue Granite Wealth celebrates our golden birthday -13 years on September 13. We are incredibly grateful for the clients, families, business partners, and community members who have been part of our journey. The relationships we've built over the years are the foundation of our success and the reason we love what we do. Here's to the memories we've shared and the future ahead!

07/21/2026

Trump accounts launched earlier this month. While there are pros and cons to the program (call us if you want to discuss these or other financial matter), free money is always something to explore. The government's $1,000 seed is for those born between January 1, 2025, and December 31, 2028. In addition to this two programs offer $250:

-The Dell contribution is for children 10 years old or younger (born before January 1, 2025) but is for only certain zip codes.
Find out if your child qualifies here: https://investamerica.org/dell/

-The Micron deposit is for those under 18 years old. (and can be in addition to one of the others). It is only for those that live in counties where the company operates across seven states: Idaho, New York, Virginia, California, Colorado, Minnesota, and Texas
A full listing of the counties eligible can be found here: https://www.micron.com/about/sustainability/micron-gives/community-investment

investamerica.org

07/07/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

raymondjames.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

04/17/2026

Now that April 15th's tax deadline is behind us, it may be time for some financial spring cleaning. Here is a checklist of simple steps that can help refresh your finances:

✅ Revisit your budget
• Make sure it still fits your current circumstances and what you value most
• Revisit each category and decide what adjustments may be needed
• Keep it realistic so you're more likely to stick with it
✅ Check account balances
• See where your checking and savings really stand
• Consider simplifying by consolidating old or unused bank accounts
✅ Review your subscriptions
• Look for streaming services, apps, or memberships you barely use
• Can't remember what you're subscribed to? Check your credit card or bank statements for recurring charges
✅ Review bills and due dates
• Avoid late fees by setting reminders or autopay
• Confirm amounts haven't increased unexpectedly, and shop around if you haven't reviewed them in a while
✅ Organize your documents and passwords
• Tax time just finished, file what you need and securely discard what you don't
• Even small reductions add up over time
✅ Revisit your financial goals
• Have they changed, how are you progressing
• Set one short-term goal, keep it realistic and achievable within 60–90 days

A little cleanup now can create more clarity and confidence. If you'd like to review any of these areas or need help creating a plan, we're happy to schedule time to meet and walk through it with you!

03/25/2026

Amid oil disruption and elevated gas prices, the US economy shows resilience. Raymond James Chief Investment Officer Larry Adam explains the market dynamics.

raymondjames.com

03/24/2026

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

raymondjames.com

02/24/2026

Being intentional about saving is a great first step in preparing for retirement.

troweprice.com