February 27, 2020
SECURE Act Video
by: Danielle Howard
By now, you’ve probably heard of the SECURE Act. It passed as law late in 2019 and became effective January 1, 2020. While there’s...
February 4, 2020
2019 4th Quarter Capital Market Review
by: Danielle Howard
Happy New Year! Join us as we review the last quarter of the decade. Below, in our 4th Quarter Capital Market Review, Jim Kruzan, CFP®, CRPC®...
February 3, 2020
Finding Your Tax Documents
by: Danielle Howard
Gathering all of your paperwork to do your taxes can be a daunting task. Did you know the quickest way to get your tax forms from Raymond James is...
November 12, 2019
2019 3rd Quarter Capital Market Review
by: Danielle Howard
Can you believe it was almost ten years ago that we started bringing you these Quarterly Capital Market Reviews? As this decade nears its end,...
August 15, 2019
2019 Half-Time Report
by: Jim Kruzan, CFP®, CRPC®
The first quarter of 2019 has come and gone. We invite you to join us as we evaluate the economy, politics, and the financial markets in an attempt...
May 7, 2019
2019 1st Quarter Capital Market Review
by: Danielle Howard
The first quarter of 2019 has come and gone. We invite you to join us as we evaluate the economy, politics, and the financial markets in an attempt...
November 1, 2018
2018 3rd Quarter Capital Market Review
by: Jim Kruzan, CFP®, CRPC®
With 2019 closing in, we invite you to click on the video below and join us as we evaluate the economy, politics, and the financial markets in an...
October 16, 2018
Blooper Reel
by: Danielle Howard
Enjoying the new videos on our website? Take a sneak peek behind the scenes for some hilarious out takes and have a good laugh at our expense. Enjoy!...
October 8, 2018
Kaydan Name Origin
by: Danielle Howard
Ever wonder where to name Kaydan comes from? Have any guesses? Grab a tissue and let’s see if you are right. This short video will do all the...