Knowledge Center
Weekly commentaries, market updates, videos, interesting articles and more.
Material provided by Raymond James for use by its advisors.
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Weekly Commentary Letter 4.15.19
Investors took an intermission. The curtain appeared to close on the first act of 2019 last week – and what an impressive act it was. The Standard & Poor’s 500 Index delivered some dramatic returns and is less than 1 percent away from a new all-time high.1 Despite relatively few shares changing hands, major U.S. indices eked out gains. Ben Levisohn of Barron’s explained:1 “Trading volume was tepid at best. This past Monday, fewer shares changed hands than ...
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Six Questions to Help Couples Get on the Same Page
Talking through some big decisions will help you and your partner get on the same page before retirement. It’s common for couples to have very different ideas about what retirement would be like – and the cost of providing those different lifestyles may vary significantly. For example, a career-oriented husband may be thinking he’d like to continue working in some capacity, ...
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Understanding Social Security Break-Even Points
Deciding when to file for Social Security could make a large impact on your lifetime benefit. Longer life expectancies mean you will likely need Social Security income for a longer period of time. So it may make sense to take advantage of delaying rules that can grow your monthly benefit, while helping you accumulate more benefits over the course of your retirement. There are ...
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Generosity Within Limits
Make the most of your giving nature with this quick tax refresher. One of the great things about wealth is getting to share it with those you care about, during your lifetime or after. Current tax laws enable you to do just that quite generously. As a quick reminder, here are a few ways you can make the most of your ...
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Making Sense of Medicare Myths
Take the time to learn the facts behind these common Medicare misconceptions. Retirement planning is complex, at best, but when you throw Medicare into the mix, it can get downright confusing. Many pre-retirees find the program hard to navigate without some guidance. Here are the facts about five common Medicare myths. Myth One: Medicare offers free healthcare. Fact: Not quite. ...
