Vivian Investment Partners - Raymond James

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If you're looking for Tax Planning & Income Strategies for a traditional retirement, managing FIRE or a flexible “work-optional” lifestyle, we can help, this is what we specialize in.

Oct. 20 - Equity futures point to a mostly lower open this morning following yesterday's mostly higher finish, which was...
10/20/2026

Oct. 20 - Equity futures point to a mostly lower open this morning following yesterday's mostly higher finish, which was driven by a rebound in technology and mega-cap stocks.

Read more in the Morning Brew.

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Oct. 19 - Equity futures point to a mostly higher open this morning as stocks attempt to rebound from last week's techno...
10/19/2026

Oct. 19 - Equity futures point to a mostly higher open this morning as stocks attempt to rebound from last week's technology-led selloff.

Read more in the Morning Brew.

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As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in...
10/19/2026

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in ways previous generations may never have imagined. Yet assumptions about age can sometimes influence how others view a person's capabilities or the role they should play in important decisions.

Thoughtful planning can help ensure important decisions are guided by your goals and preferences, not assumptions about age. If you're thinking about future transitions, support systems or ways to maintain independence and purpose in the years ahead, let's start that conversation.

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you...
10/16/2026

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you want to spend your time, pursue your priorities and enjoy the years ahead:

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Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ ...
10/16/2026

Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ 100 futures 119 points below fair value, as selling in the semiconductor space and AI trade has resumed.

Read in the Morning Brew.

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Friday Fun - Office Dog Obi was living his dream last week at the pet store in Carmel, he could barely hold it together!...
10/16/2026

Friday Fun - Office Dog Obi was living his dream last week at the pet store in Carmel, he could barely hold it together! 😀

Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicat...
10/15/2026

Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicating particularly sharp losses as selling pressure across technology stocks continues following yesterday's retreat.

Read Morning Brew.

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Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banki...
10/14/2026

Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banking names and weigh geopolitical developments ahead of key inflation data.

Read the Morning Brew.

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Retirement benefits aren't just a perk, they are a strategic asset. A well-aligned retirement plan can help boost engage...
10/13/2026

Retirement benefits aren't just a perk, they are a strategic asset. A well-aligned retirement plan can help boost engagement, attract and keep top talent, and aid employees in their financial goals. This October, consider a retirement plan as a tool to support both your employees and your long-term goals.

Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure...
10/13/2026

Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure on semiconductor stocks. European markets are mostly higher, supported by lower oil prices and bond yields.

Read the Morning Brew.

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Address

1276 N Palm Canyon Drive
Palm Springs, CA
95020

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14087132020

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