Jason D. Newton - Financial Advisor at Crescent Advisory Partners

Jason D. Newton - Financial Advisor at Crescent Advisory Partners Working with families and small business owners to help build, manage, preserve, and transition their wealth.

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
06/02/2026

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

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/26/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James ...
05/21/2026

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

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an...
05/14/2026

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an encore career with confidence and clarity:

raymondjames.com

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession p...
05/12/2026

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.

raymondjames.com

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. ...
05/05/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential:

raymondjames.com

Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the...
04/30/2026

Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the years ahead so you can retire with purpose and peace of mind:

raymondjames.com

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to wo...
04/28/2026

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

raymondjames.com

Peace of mind comes from knowing your affairs are in order. An heir preparation packet helps loved ones navigate key res...
04/23/2026

Peace of mind comes from knowing your affairs are in order. An heir preparation packet helps loved ones navigate key responsibilities with clarity and confidence during a difficult time. Learn what belongs in yours:

raymondjames.com

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such...
04/21/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

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1452 W. Evans Street, Suite 100
Florence, SC
29501

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+18439427203

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