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Join date: Jan 29, 2021

Posts (46)

May 19, 20263 min
Future Workforce Changes : Does saving for college still make sense?
AI is reshaping careers, education paths, and even how we define “school.” It’s only natural to wonder: “does saving for college still make sense???” The answer isn’t to abandon planning, it’s to broaden how we think about it. Education isn’t disappearing, it’s diversifying, and college is no longer the only path. Learning still carries a cost which is why 529 plans have quietly evolved. They can now be used for trade schools, certifications, specialized training, apprenticeships and k-12...

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Mar 25, 20261 min
Market Corrections
THE FACTS: They are swift and visceral. They come without warning. Their length of stay is unknown. They are not pleasant when they are around. They leave scars on those who react poorly. They are temporary and necessary. They are vital to the long-term return. They are essential to the health of a long-term bull market. Corrections come upon us from time to time and are vital to the long-term health of the market. No one knows when corrections will come or go, but it’s important to know how...

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Mar 23, 20269 min
Make AI Work For You!
And here's how - As the Great Depression deepened and political tensions rose at home and overseas, leaders in the US devised an event intended to stoke the national pride and raise morale. They decided on a universal exhibition – a World’s Fair – this one in Chicago, on the 100th anniversary of the city’s founding. “Science Finds, Industry Applies, Man Conforms" was the exhibition’s motto, an affirmation that mankind’s greatness lies downstream from its yearning for discovery and its...

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Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating.  Barron's is not affiliated with Raymond James.
 

The 2026 Forbes ranking of America's Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
 

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.  

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