Daniel Reece, financial advisor with Raymond James

05/30/2025

Different giving goals require different giving vehicles. Explore two charitable choices – the private foundation and the donor advised fund – and how each could suit your philanthropy strategy:

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12/11/2024

By spreading out your investments, you can avoid the pitfalls of market timing and potentially lower your average cost per share. Choose the right strategy for your long term investing goals.

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09/10/2024

Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally:

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09/03/2024

Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.

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06/26/2024

The longer we live in retirement, the more challenging it is to course correct if need be. One way to ensure that you're on track for a fulfilling retirement is to conduct a mid-retirement review.

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06/11/2024

In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.

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04/19/2024

"Age may just be a number, but when it comes to retirement, it matters." In a recent Raymond James article titled "What Time Is the Right Time for Retirement?," we delve into the critical considerations surrounding retirement planning and longevity, like lifestyle alignment, financial preparedness, health and well-being, market volatility and more. There's no one-size-fits-all answer, that's why Raymond James offers a wide variety of longevity planning resources to help your unique circumstances and aspirations. Read the full article for deeper insights and actionable steps toward a rewarding retirement journey.

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11/15/2023

Converting a traditional IRA to a Roth can mean tax-free withdrawals in retirement and a more substantial inheritance for heirs. Is it right for you?

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06/06/2023

Considering an "encore" career? You're not alone. Baby boomers are the fastest-growing demographic in the workplace.

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04/04/2023

Raymond James has a launched a great program for short-term cash management needs.

Yield: current rate 4.50%

Safety: up to $50 million in FDIC protection

Liquidity: Funds available next business day

Minimum: $100,000

Don't hesitate to reach out if you have any questions or would like to take advantage of the program.

04/04/2023

Each quarter, Raymond James strategists come together to discuss what's happening in the markets and economy, their outlook the coming months and how unfolding developments may impact your portfolio. See their insights in Investment Strategy Quarterly.

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