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From the Desk of Todd Wike

From the Desk of Todd Wike

  I’m sharing the recording of the February 17th market update webinar with guest, Steven Chiavarone, CFA®, Vice President, Portfolio Manager and Equity Strategist for Federated Hermes. From the recovery and the stimulus to bitcoin and ESG investing, we covered...
Healthcare Policy Analyst Weighs in on Vaccine Progress

Healthcare Policy Analyst Weighs in on Vaccine Progress

Recorded February 1, 2021 Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content...
Are You and Your Partner on the Same Retirement Page?

Are You and Your Partner on the Same Retirement Page?

Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the...
How Different Types of Investment Income Are Taxed

How Different Types of Investment Income Are Taxed

Learn how interest income, capital gains, dividends and retirement income are treated at filing time. The federal tax system is not exactly straightforward. There are myriad deductions and credits, various tax brackets, additional payroll and Medicare surtaxes, and a...
Cognitive Aging Can Pose Challenges to Financial Decision-Making

Cognitive Aging Can Pose Challenges to Financial Decision-Making

Fluid intelligence – our ability to use logic and solve problems – declines as we age. But we can combat these cognitive changes. Have you ever gone grocery shopping and left with everything except the one item that made you go in the first place? Did you ever...
Mamma’s Cheesecake

Mamma’s Cheesecake

This cheese cake was a staple around our table growing up. My mom was often asked to make it for family gatherings and we were always happy when she did! Simple, quick, deliciousness.   Ingredients: Graham Cracker Crust 1 ½ cups graham cracker crumbs 3 Tbsp sugar 1/8...