Designing Wealth Management of Raymond James

08/30/2023

02/15/2023

Happy Valentine's Day…yesterday The Designing Wealth Management team reached out to clients who are single and widowed to hand deliver Red Velvet treats from Nothing Bundt Cakes. What a pleasure to see their reactions!

We started the deliveries during Covid to check in on our clients and see how they were doing. The response from our clients was so overwhelming, that we made it a tradition and visited over 50 clients this year.

12/22/2021

Happy Holidays from Designing Wealth Management! 2021 was a year full of changes! We began meeting with clients in our new home and added some amazing team members. We are so appreciative of our incredible clients and support system - from our professional relationships, wholesaler partnerships, and home office. We look forward to 2022 with you all!

10/29/2021

It felt so good to get out to an in person event! So grateful for the unexpected events that let to working together with this team! (just missing Lynn as she was on her way to Penn State for the game) Pictured (Amy, Kati, Kristie, and Colleen)

10/05/2021

Here is First Trust's most recent Covid 19 Tracker.

09/24/2021

We are quickly approaching our annual luncheon! This year we are celebrating the Outfit to Empower for the Perfect Fit 2021 Luncheon. This amazing event and important work is possible because of many community partners and volunteers. Designing Wealth Management of Raymond James is one of our Outfit to Empower Sponsors! “Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.” We say thank you to Designing Wealth Management of Raymond James for partnering with us to transform the lives of women throughout the Lehigh Valley.

05/05/2021

First Trust doesn't disappoint. If you love data and metrics as much as I do check out this Recovery Tracker with pertinent data points from 2019 to now.

04/27/2021

Are you appropriately diversified? Have you reviewed your investment allocation?

03/26/2021

Here is the latest First Trust COVID-19 update

03/06/2021

This chart shows intra-year stock market declines as well as the market's return in the same year. Every positive year has had a market pull back.

It is important to diversify your assets, match your investments with your goals, and set expectations that volatility is inevitable, and can present itself as an opportunity.

03/05/2021

A gentle reminder during this week's volatility...if you have concerns, please reach out to us to discuss!