Insights

Advocacy anchored in humanity

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...

Budget Newsletter November 2022

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  ...

Give e-waste new life

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. …...

Weekly Headings

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 … Weekly...

Sustainability’s imprint on the business world

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...

Take inspiration from retirement lifestyles around the world

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...

Peace in our time?

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 … Peace...

Future-focused communication can help your heirs flourish

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...

Weekly Headings

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...

Weekly Headings

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...

Revamp your social media profiles with purpose

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...

Six Things to Know to Weather a Market Downturn

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 …...

The UK : Mini-Budget, Massive Ramifications

04/10/2022 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways The UK “mini Budget” is a high-risk plan to reinvent the UK as a high growth/high wage economy. An uncosted and aggressive borrowing plan to...

Investment Strategy Quarterly – October 2022

A Time for Finesse   Letter from the Chief Investment Officer – page 2 Mini-Budget, Massive Ramifications – page 4 Europe: Playing Sheriff – page 19 Q&A: Dollar Dominance – Can it Continue – page 6...

Q&A: Dollar Dominance—Can It Continue?

04/10/2022 By Tracey Manzi, CFA, Senior Investment Strategist, Investment Strategy   The US dollar has been getting a lot of attention these days. This is not surprising given the greenback has gained over 17% against a basket of currencies this...

Europe: Playing Sheriff Means Accepting “Black Hats” And A Lot Of “High Noons”!

04/10/2022   Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Europe’s energy crisis has dominated investor sentiment and determined political initiatives and exacerbated regional inflationary...
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