I Love Financial Markets: Love Letter #3
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I Love Financial Markets: Love Letter #3

We’ve likely all experienced a local farmer’s market.  These are lovely places where sellers of delicious, locally grown food come together to offer their goods to buyers.  It’s a simple picture of a market at work.  Similarly, a local real estate market is more complex but still easy to understand.  Buyers and sellers are brought…

I Love Financial Planning: Love Letters #1
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I Love Financial Planning: Love Letters #1

With Valentine’s Day squarely in the middle of this month. I’m writing about the things I love about my work.  The first is Financial Planning. Nick Murray said, “Money is Love.”   Those two words, Money and Love, conjure all sorts of thoughts, feelings, and emotions.  When joined together and saying each equals the other, I…

Tax Tips and Deadlines for 2024
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Tax Tips and Deadlines for 2024

Those 1099s and other tax documents reporting dividends, interest, distributions, and more are coming.  Forms from Raymond James will be mailed: These forms can be sent directly to your tax professional for you.  Please call us and we will have you sign the necessary authorization.  If you use tax planning software such as H&R Block,…