Insights
14/12/2022 From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year. Embrace eco-conscious energy savings Something as simple as subbing LED...
08/12/2022 How following her interests, landed Karen Coyne, CFP®, here Karen Coyne’s path to a career in financial services was anything but direct. “I’ve always been one to just follow my interests, even if they seem disconnected,” she says...
30/11/2022 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Never fear shadows. They simply mean there’s a light shining nearby” — Ruth E. Renkel Financial markets continued their revival from the early summer lows through...
29/11/2022 Ask the right questions to pursue specific goals. The world’s wealthiest are increasingly putting their money to work for the causes that are most meaningful to them. We see this in initiatives like the Giving Pledge, which more...
23/11/2022 “You are your greatest asset. No one can take you away from you unless you let them.” That’s what Lazetta Rainey Braxton, CFP®, MBA, believes and she has acted accordingly throughout her life. In high school, Lazetta Rainey Braxton...
18/11/2022 Our Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining what it means for our wealth managers and their clients and helping them to plan for the upcoming calendar year. Click to open Budget Newsletter PDF ...
16/11/2022 Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics. Today’s junk drawers are stuffed with last year’s smartphones and tablets along with webs of tangled cords. But...
11/11/2022 Key Takeaways Politics aren’t a key driver of the markets Volatility from a government shutdown is often short lived The Fed may end its streak of 75 basis points rate hikes As we celebrate Veterans Day, we acknowledge and express our...
08/11/2022 As investors and consumers seek sustainability, companies transform their approach to solving some of the world’s biggest challenges. Plastic straws and mini shampoo bottles are going the way of the dodo. Shoes and shirts are...
03/11/2022 Hardly universal, retirement is coloured by cultural expectations worldwide. In Greece, the old man is an honorific. A sign of respect, equating age with wisdom and a closeness to God, according to Arianna Huffington’s book “On Becoming...
28/10/2022 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Change is the law of life. And those who look only to the past or present are certain to miss the future” — John F. Kennedy Even those with the longest careers in the...
26/10/2022 Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in...
The third quarter 2022 earnings season may be better than feared The consumer is healthy but becoming more discerning Strong earnings expected from the energy sector Yesterday was World Statistics Day! While it is only officially celebrated every...
Key Takeaways Retailers will discount to deplete the inventory glut Higher prices may hamper the consumer’s ability to travel Mismatch between rental price beliefs and reality This week’s inflation releases are testing investor patience once again...
11/10/2022 These tips will have you building your brand and meaningful connections. Although we’ve been living in a mostly virtual world for a while now, your online presence might be overdue for a refresh. Most importantly, it should be...
06/10/2022 It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times. PERIODS OF VOLATILITY ARE NORMAL All markets move in cycles...
