Lee McLellan - Investment Consultant - Raymond James

I'm grateful to share that I recently passed the CFP® exam.

It's a long process that covers every part of financial planning—investments, retirement, taxes, insurance, and estate planning—and I'm thankful for the opportunity to keep growing in a profession centered around helping people make thoughtful decisions about their financial lives.

Shoutout to my wife, Libby. A lot of the studying happened early in the mornings, late at night, and during a season when we were also preparing to welcome our first baby.

Looking forward to continuing to learn, grow, and serve the families who trust me with their planning.

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Even with some stumbles in December brought on in part by the Fed dialing back its 2025 rate cut expectations, the S&P 500 closed out 2024 with 20%-plus gains for the second consecutive year.

S&P 500 records its second straight year of 20%-plus gains raymondjames.com

Very excited to welcome Jeanne Basso to the team. Jeanne has a ton of experience and will be partnering with us to provide a top tier experience for all clients.

Welcome, Jeanne!

Jeanne Lynn Basso - Burton Hills Investment Partners - Nashville, TN burtonhillsinvestmentpartners.com

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all our veterans, today and always.

A little delayed due to some personal things. But excited to share our latest quarterly market update!

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Slowing economic data – and the potential subsequent earnings headwind – is a reason CIO Larry Adam and team remain cautious on the equity market in the near term. Gain key insights into additional market-moving headlines of the day in Up & Adam.

Up & Adam: Daily market insights: August 2, 2024 amazonaws.com

Very excited to share the second edition of the quarterly newsletter. As part of the newsletter, our team has an exciting announcement to share:

Gary, Tammy, and I have created a name for our team - Burton Hills Investment Partners. With our recent move into the Burton Hills office park, we wanted to build a brand that clients can resonate with and create consistency for many years to come!

This branding DOES NOT change our structure. We are still associates of Pinnacle Financial Partners and partnered with Raymond James.

Check out our new website: https://www.burtonhillsinvestmentpartners.com/

Thanks to everyone who has played any part in this journey!

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Market participants are slated to receive a bevy of reports this week, including the Consumer Price and Producer Price Indices. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: May 13, 2024 grapevinesix.s3.amazonaws.com