January 18, 2021
4th Quarter 2020 Capital Market Review
by: Danielle Howard
After the Storm: Investing in 2021 and beyond. Well, 2020 has finally bit the dust… or has it? While 2020 is officially behind us,...
October 20, 2020
3rd Quarter 2020 Capital Market Review
by: Danielle Howard
2020: a global pandemic, a steep recession, emotional protests, and a heated election. Is it 2021 yet? This quarter, join in as Jim Kruzan, CFP®,...
July 21, 2020
2020 Half-Time Report
by: Danielle Howard
2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report, Jim Kruzan, CFP®, CRPC® reviews...
April 24, 2020
2020 1st Quarter Capital Market Review
by: Danielle Howard
What a difference a few weeks can make! Watch the video below as Jim Kruzan, CFP®, CRPC® reviews the first quarter of 2020. Jim will discuss...
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...