The Vacation Home Dilemma: Investment, Indulgence, or Financial Mistake?
For many successful professionals and families, owning a vacation home represents the pinnacle of financial achievement. Perhaps it's a beachfront property where grandchildren can build...
The Rise of Private Markets: Should You Invest Beyond Public Stocks and Bonds?
For decades, the traditional 60/40 portfolio of stocks and bonds served investors well. But as institutional investors and ultra-high-net-worth individuals have increasingly allocated capital to private markets, many investors with substantial portfolios are asking:...
The Cost of Waiting: How Delaying Financial Planning Impacts Your Wealth
Many successful professionals and business owners recognize the importance of comprehensive financial planning—in theory. Yet procrastination often stands between awareness and action. Whether it's the demands of a busy career, the complexity of financial decisions,...
Chairman’s Letter – March 2026
“Forecasting the economy right now feels a bit like trying to carve a path through thick jungle undergrowth on a foggy day.” 1 There are multiple layers of confusion, and a forecast should address these issues first before tracing out a possible path forward. To be...
Celebrating Marnie Nebeker’s 25-Year Milestone with Raymond James
We are proud to celebrate Marnie Nebeker, FPQP™, on her 25-year anniversary with Raymond James Financial Services—an incredible milestone that reflects her dedication, professionalism, and commitment to serving others. For twenty-five years, Marnie has been an...