The ABCs of IDGTs
10/26/2026
Explore the basics of intentionally defective grantor trusts and how these oddly named tools could be an effective addition to your estate plans.
Estate & Giving
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Social Security 2027 cost-of-living adjustment: what it may mean for your retirement plan
The 2027 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
The return of income: bonds reclaim their role
10/19/2026
James Camp, co-head of Eagle Income, and Alexandria White, investment strategist at Eagle Income, explore how higher yields have restored bonds as a meaningful source of income and portfolio diversification.
Markets and Investing
Give your Medicare coverage an annual checkup
With annual enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
A new industrial revolution?
10/14/2026
Raymond James Washington Policy Analyst Ed Mills examines the tool kit that is reshaping industries and driving the next wave of economic transformation.
Economy and Policy
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
Midterm elections: Potential political shifts and market volatility
10/8/2026
A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.
Markets & Investing
Cautiously seeking connection: Tips to keep safe while cultivating community online
A few simple precautions can help keep you and your info better protected as you navigate friends, followers, connections and more online
Technology & Innovation
AI could mean big things for small businesses
If you’re considering the role AI could play in your small business, take a minute to explore the opportunities and potential obstacles.
Technology & Innovation
