Financial & Retirement Planning | Wealth & Investment Management | [email protected] Are you worried about your financial future?
Whether you’re a young professional in the middle of your career or preparing for retirement, let’s have a conversation to explore your specific goals and needs. Together, we’ll develop a comprehensive financial plan that’s tailored to you. As a CERTIFIED FINANCIAL PLANNER™ professional at Tulsa Wealth Advisors | Raymond James, I’m here to help you make informed decisions. By understanding how you
10/01/2025
It's important to keep living a purpose-driven life in retirement. How does one find purpose after a career? Start with these three things and get to experimenting.
The three ingredients of a purposeful retirement raymondjames.com
09/30/2025
Diligent financial and estate planning makes a significant impact for single parents, helping to protect your future and theirs.
Important financial considerations for single parents raymondjames.com
09/30/2025
Equity futures point to a slightly lower open this morning after the major averages finished with modest gains in yesterday's action.
Read more in the Morning Brew.
Morning Brew: September 30, 2025 amazonaws.com
09/29/2025
President Trump will meet with congressional leaders of both parties today ahead of the government funding deadline tomorrow night, according to Politico.
Read More in the Morning Brew.
Morning Brew: September 29, 2025 amazonaws.com
09/26/2025
Consumption spending surged in August, but income growth didn't keep pace. Chief Economist Eugenio Alemán provides further insight in his Weekly Economic Commentary.
Weekly Economic Commentary: September 26, 2025 raymondjames.com
09/26/2025
Yesterday's session saw the major averages deepen their retreat from record highs, though the backtracking only sent the S&P 500 back to levels from the middle of last week.
Read More in the Morning Brew.
Morning Brew: September 26, 2025 amazonaws.com
09/25/2025
The equity market continues to climb, taking last week's FOMC decision in stride, with positive technical indicators and signs of broader participation (as the small caps hit all-time highs).
Read more in the Weekly Market Guide.
Weekly Market Guide: September 24, 2025 amazonaws.com
09/25/2025
The stock market's retreat yesterday was the first day this week the S&P 500 did not touch a new intraday high and was the second consecutive day that the major averages closed with losses.
Read More in the Morning Brew.
Morning Brew: September 25, 2025 amazonaws.com
09/24/2025
The stock market is on track for a modestly higher start this morning on the heels of yesterday's retreat that saw considerable weakness in mega-cap and tech names.
Read More in the Morning Brew.
Morning Brew: September 24, 2025 amazonaws.com
09/23/2025
Before the year ends, take time to review your financial picture. This checklist highlights key deadlines and strategies to help you optimize your tax plan. Make the most of what's left of 2025:
Your year-end tax planning checklist raymondjames.com
09/23/2025
Equity futures point to a flat opening this morning after mega-cap tech strength led the major averages to fresh record highs yesterday.
Read More in the Morning Brew.
Morning Brew: September 23, 2025 amazonaws.com
09/22/2025
The stock market is on track for a lower opening this morning after strong performances across mega-cap names sent the S&P 500, Nasdaq Composite, and DJIA to record high levels on Friday.
Read More in the Morning Brew.
Morning Brew: September 22, 2025 amazonaws.com
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