From the Desk of Kelli…

ADV: February market review Though the shortest month, February was long on optimism. Vaccinations increased in pace, and market consensus seems to be coalescing more around the idea of a strong economic rebound this year. Continuing accommodative policy from the Federal Reserve (the Fed) and the expectation that Washington will produce another round of fiscal […]

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From The Desk Of Kelli…

Good morning! My Business Partner Chantal, AKA “Rock Star”, sent me a message last week about a wonderful opportunity to volunteer, from the safety of your home.  This opportunity caused me to take a pause, letting my mind wander about the gratitude I have for those in all sorts of Long-Term Care facilities. My appreciation […]

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From the Desk of Kelli….

Arrange Flowers with Me! Hi there! A hobby of mine is gardening and flowers. It is rare to not see fresh flowers in my home and even more rare that I show up at a home without a vase filled with flowers. This hobby has always been a fun one for me and I was […]

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Polls vs Stocks: Which Is The Stronger Election Predictor?

Hello:  I have been communicating regularly with you. One of the biggest questions and concerns I continue to hear is… “What will happen to my investments should either party win, and how could this effect my future plans?” Raymond James has some brilliant minds working behind the scenes to keep us, and you educated. I […]

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Kelli Young celebrating Longevity Wealth's opening day

Longevity Wealth Opening Day

APRIL 20, 2020 Planning comes in all shapes and sizes.  I believe that a good plan coupled with belief in yourself creates a high rate of success. Longevity Wealth was formed over years of planning and wanting the best for my clients.  Many asked me why I would undertake such a big move in opening […]

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