Terry Estes, CFP

04/19/2024

Almost half of Americans expect to pass debt to loved ones when they die. But while it's one thing to subject yourself to debt, it's another thing to put your loved ones in a position of having to pay it off in your absence. Learn more : https://www.fool.com/the-ascent/insurance/life/articles/almost-half-of-americans-expect-to-pass-debt-to-loved-ones-when-they-die/

09/26/2023

An essential part of managing your wealth is planning for retirement. That's because preserving your wealth and maintaining your standard of living will be among your highest priorities once you retire.

08/16/2023

We couldn't agree more!

05/05/2023

03/31/2023

There was hesitancy among market participants as they awaited the PCE Price Index report, the Fed's preferred inflation gauge. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

03/30/2023

As market participants await the PCE Price Index report they have positive news to digest out of Spain, where the March CPI report came in cooler than expected. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

03/29/2023

The weekly MBA Mortgage Applications Index rose 2.9%, with purchase applications jumping 5.0% and refinancing applications 2.0% notes Mike Gibbs, director of Equity Portfolio & Technical Strategy. Discover more in his latest Morning Brew.

www.raymondjames.com

03/28/2023

Treasury yields continue to climb, reflecting the sentiment shift around bank stocks notes Mike Gibbs, director of Equity Portfolio & Technical Strategy. Discover more in his latest Morning Brew.

www.raymondjames.com

03/27/2023

Mike Gibbs, director of Equity Portfolio & Technical Strategy looks at how the market is reacting to recent developments in the banking sector in his latest Morning Brew.

www.raymondjames.com

03/25/2023

Several housing reports will be released next week, along with the February PCE and Michigan Consumer Sentiment reports. See CIO Larry Adam's top takeaways for the week in the Weekly Headings Snapshot.

www.raymondjames.com

03/24/2023

Concerns over the banking sector return for market participants as the week draws to a close. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

03/23/2023

Investors continue to digest the Federal Reserve's latest interest rate increase and news the central bank may be nearing the end of its tightening cycle. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com