Thanks for Avoiding DIY Investing

The below note is something I found and wanted to share. For my clients and others who have a trusted professional giving guidance-thank you. If you are reading this and currently handle your own investments, or know someone who is a DIY’er, feel free to share. These long bull markets bring confidence that can quickly […]

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Quarterly Economic Update

In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger. THE QUARTER IN BRIEF The first quarter started on a bumpy note as investors grappled with a slow national vaccination rollout, political uncertainty, and worries that the economic recovery […]

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From the Desk of Kelli…

“NBA star Dwyane Wade made $196 million during his 16-year basketball career, but still sticks to a budget.” This article explains the importance in planning for all. Planning done well helps outline a path, removing stress and guesswork in our futures. Regular update meetings keep us on track. Don’t underestimate the power of a good […]

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From the Desk of Kelli…

What To Shred:  In case you needed a refresher on what to keep… Here’s a quick overview. The Shred PartyWhat should you get rid of and hold on to? When and why? If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, […]

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From the Desk of Kelli…

FINANCIAL JOURNEYS Raymond James Making good financial decisions can get harder as you grow older. Have you ever gone grocery shopping and left with everything except the one item that made you go in the first place? Did you ever frantically search for your reading glasses, only to find them atop your head? (Click on […]

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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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Raymond James Washington Policy Changes

Good afternoon, and I hope my note finds you well. I have attached our Raymond James “Washington Policy” newsletter which provides an insightful overview of all activities happening in our nation’s capital. This weekly update is helpful to understanding economic and legislative policy changes that are in motion, as well as updates regarding Covid, healthcare, […]

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