Visit us on Facebook Follow us on Linkedin

How to Prepare for a Changing Bond Market

The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about you. A changing bond market environment creates challenges for investors and financial advisors, but it also creates opportunities.

Continue Reading »

May Market Recap – May, Moderation & Manufacturing

Five months into the year, the U.S. economic outlook remains moderate. A Federal Reserve (Fed) survey showed a subtle uptick for the economy in April and May, based on “strong” gains in manufacturing and lower unemployment. While growth appears to have improved in recent months (following a weak showing from consumers in the first quarter), the labor market has grown tighter and could prevent growth from strengthening much in the second half of the year, explains Raymond James Chief Economist Scott Brown.

Continue Reading »

Trade War on Hold – At Least for Now

Washington policy analyst Ed Mills discusses the latest trade negotiations between the U.S. and China. (May 21, 2018)

In summary: Negotiations between U.S. and Chinese officials in Washington last week wrapped up with a commitment to “substantially reduce” the U.S. trade imbalance with China, specifically by boosting U.S. energy and agricultural exports with a focus on strengthened cooperation on intellectual property protections. The agreement calls for a delay in tariff implementation and could delay the release of the Treasury’s report on restriction on Chinese investments in certain industries and technology. This could be viewed as a double positive in the near term.

Continue Reading »

Raymond James Congratulates Lynn Phillips-Gaines, CFP®, CLTC on Being Named to Our Profession’s Distinguished Lists

Congratulations to Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional on being named to three of our profession’s distinguished lists. In 2018, she was named to Barron’s Top 1200 Financial Advisors, Forbes Best-In-State Advisors, and Forbes Top 200 Women Wealth Advisors.

This is her second consecutive year to be named to Forbes Top 200 Women Wealth Advisors, and it is her fourth consecutive year to be named to Barron’s Top 1200 Financial Advisors. Each of these prestigious lists spotlights standout financial strategists across the country that were nominated by their firms, researched, interviewed, and assigned in the nationwide rankings.

Continue Reading »