Tag: money

Principles of Sound Investing

| Financial Planning

When it comes to breaking down some of the complicated tasks in life, we tend to focus on strategies or step-by-step guides. This can work when the job is simple. Like, “How do I make chocolate brownies?” Google answers, “First get a pan. Then turn on the oven.” However, reducing complex elements of our life ...

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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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