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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...

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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...

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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®...

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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...

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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,...

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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...

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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...

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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...

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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!...

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