Logan + Reed Wealth Partners

We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

Your year-end tax planning checklist raymondjames.com

Raymond James CIO Larry Adam reminds investors that market narratives tend to fluctuate dramatically, and to look at fundamentals in determining your economic and financial markets outlook.

Putting the recent equity weakness into perspective raymondjames.com

The busiest week of earnings season is about to get underway, with 166 companies representing 38% of the S&P 500 market cap reporting results. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: July 29, 2024 amazonaws.com

Wishing everyone a joyful and safe day of celebration. Happy 4th of July to all!

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

Up & Adam: Daily market insights: June 24, 2024 grapevinesix.s3.amazonaws.com

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality and social equity. Raymond James offices and the market are closed Wednesday, June 19, in observance of Juneteenth.

Our office and the markets are closed Monday, May 27, in observance of Memorial Day. Please join us in remembering those who gave their lives in service to our country.

A tax-advantaged account offers certain tax benefits to encourage saving and investing for specific purposes, such as retirement, education or healthcare. Find out how to improve the tax-efficiency of your financial plan.

Tax-advantaged accounts: A powerful addition to your financial plan www.raymondjames.com

When love is in the air, it's important that you help your clients maintain a level head. Here's what they should be considering for their estate plan before getting married.

5 Ways to Protect Clients' Estate Wishes Before They Get Married | ThinkAdvisor www.thinkadvisor.com

Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.

Keep calm and carry on with your long-term investing strategy www.raymondjames.com

The complexities of estate planning can seem daunting, but having your affairs in order is essential for protecting your goals and legacy.

Don't let estate blunders get in the way of your wishes www.raymondjames.com