Market Updates

TECHNOLOGY & INNOVATION How to include online services, important documents and digital family mementos in your estate plan Your digital life may seem difficult to organize. Locked behind disparate accounts, spread across devices and out of mind because they are out of sight, it may seem challenging to wrangle all your digital belongings. And unlike […]

Retirement & Longevity Complement your retirement plan with a health savings account for the things Medicare doesn’t cover Retirement is an exciting time and a new phase of life worth celebrating with family and friends; however, planning for retirement can sometimes bring uncertainty. Things like changes in your personal life, market fluctuations and uncertainty around Social Security can raise questions […]

Markets & Investing April 01, 2026 Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.    Read the full Investment Strategy Quarterly All expressions of opinion reflect the judgment of Raymond James and are subject to change. Investing involves risk including […]

Retirement & Longevity Four red flags to watch for. Medicare fraud has huge costs for older adults. In 2024, scammers were charged with major fraud totaling billions. Scammers contact Medicare recipients to steal Medicare or Social Security numbers and file false claims. Protect yourself by watching for: “Too good to be true” promises:  Free medical […]