Tag: financial planning

Speaker Spotlight – Nadeem Kassam & Luiz Furlani

| Speaker Spotlight

For most of us, understanding the various financial markets and their impact on the economy as well as our personal finances can be a daunting and confusing process. However, for Nadeem Kassam, Head of Investment Strategy, Private Client Group – Raymond James, and Luiz Furlani, Associate Investment Strategist – Raymond James, it is a dynamic ...

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Managing Money in Changing Times

| Financial Planning

You have likely heard the expression, “the more things change, the more they stay the same.” We believe this to be true in the world of finance as well. Of course, there are always idiosyncratic differences with every passing day. The rain today might be a bit heavier than it will be tomorrow. This November ...

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One Woman’s Road to Financial Empowerment

| Personal Financial Stories

For Evelyn, the road to financial empowerment has been a bit of a bumpy ride, especially as she is acutely aware that her confidence level when dealing with finances was quite low when she started on this journey. “On a scale of one to ten,” says Evelyn, “I was maybe a three.” Standing proudly beside ...

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