DiVestea Wealth Partners of Raymond James
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General Information
Locality: Mount Kisco, New York
Phone: +1 914-689-3608
Address: 41 South Moger Avenue 10549 Mount Kisco, NY, US
Website: www.raymondjames.com/divesteawealthpartners
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Many aspects of the U.S. economy were negatively impacted by the pandemic, but the housing market was not one of them. Bill Geis, head of private client banking at Raymond James Bank, joins For What It's Worth to discuss why. Click to listen:
"Sequence of returns" or SOR risk is the possibility that a down market near your retirement date could affect your future spending power. SOR can be nerve-wracking but it is risk you can manage with a well-thought-out plan.
Estate planning is more than just creating a will. Here's a look at the different documents you may need to prepare for yourself and your family.
Boost your brain power. Try your hand at these nine mental workouts to stay sharp.
Read the weekly economic commentary from Chief Economist Scott Brown.
Start the new year right by reviewing and revamping your financial plan. Here are 12 resolutions that can help ensure your financial confidence in retirement.
Preserve your memories. These conversation starters can help you connect with your family members this holiday season whether in-person or virtually.
Raymond James CIO Larry Adam puts this new market milestone in perspective.
We spend years saving and investing for retirement. But what happens when you retire and it's time to go from saving to spending?
Raymond James Chief Economist is discussing the recent October employment report, consumer spending changes and his 2021 economic outlook. Watch here:
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