Cassie Panzenbeck of Raymond James

05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

05/29/2026

Some bonus content for 529 Day today: Did you know that 529 plans aren't just for college education anymore?

A 529 plans is a tax-advantaged investment tool that can help families save more for future education needs, including K-12 tuition, college tuition, apprenticeship expenses, room and board, technology needs, professional certifications, and much more. Depending on your state, your contributions may be deductible against your state income taxes.

Curious how a 529 fits into your plans, including building generational wealth? Let's chat.

05/29/2026

It's National 529 Day! Today (May 29th) celebrates 529 education savings plans and encourages families to start or boost their education savings.

529 plans across the country are offering special bonuses and promotions to help you get started. Use the link below to see if your state's plan is participating.

[HINT: Most promotions run through May 31, 2026, so act quickly.]

collegesavingsfoundation.org

05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

05/27/2026

Truly comprehensive wealth planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives. Health, purpose, relationships, and lifestyle choices all play a critical role in how fulfilling those years will be.

That's why I use longevity planning resources to help clients align their financial strategy with the life they want to live, not just the numbers they want to hit.

Planning for the future means planning for how you'll live, not just how long your money will last.

raymondjames.com

05/26/2026

In honor of my client and her fiancé (with whom I'm meeting this week), enjoy these 9 Tips for a Strong Financial Marriage.

raymondjames.com

05/25/2026

Cash keeps your business - or nonprofit - moving, and yet strong cash management is about so much more than covering expenses. I work with my clients to understand their typical cash flow, establish their operating reserve needs, and to present opportunities to maximize return while keeping cash safety nets in place.

If your business or nonprofit is keeping all of your cash in a high yield savings account (or worse, a standard savings account!), it's time for us to have a conversation and get strategic.

raymondjames.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation. The market and our offices are closed in commemoration. God bless America!

05/22/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.

raymondjames.com

05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

amazonaws.com