Florence Smith, CFP, MBA, Financial Advisor with Raymond James

08/26/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

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08/25/2026

This week's report, written by Ted Ruddock, Managing Director and Co-Head of Fixed Income Private Wealth, shares how changing supply and demand dynamics, elevated municipal yields, and upcoming Federal Reserve decisions are creating attractive opportunities for investors seeking tax-efficient income.

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08/24/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

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08/21/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

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08/20/2026

August 19 - Equity futures point to a mixed, subdued opening as lingering tech weakness and rising oil prices continue to weigh on the market.

Read more in the Morning Brew.

08/12/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

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07/29/2026

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital and those looking to invest in innovation:

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07/10/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

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07/09/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

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