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From the Desk of Todd Wike

From the Desk of Todd Wike

Inflation heat wave is about to break I hope you’re all doing well and enjoying the summer – even with the recent heat wave! With so much negative news about inflation and the economy in general, I thought I would share this video from Raymond James CIO, Larry Adam....
Annuity strategies aren’t one-size-fits-all

Annuity strategies aren’t one-size-fits-all

These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor...
The benefits of investing with intention

The benefits of investing with intention

Align your values with specialized investment and philanthropic vehicles. $111 million and counting. That’s how much tennis superstar Serena Williams’ venture capital fund raised to invest specifically in founders with diverse points of view. Serena Ventures actively...
An empty nest could mean a fuller wallet

An empty nest could mean a fuller wallet

When children leave home, you may have extra resources to invest in yourself. “Pomp and Circumstance” plays. You beam with pride as your child moves the tassel from one side of the mortarboard to the other. Congratulations. Your kiddo just graduated college. With any...
Harness the power of flexible lending

Harness the power of flexible lending

Did you know a securities-based line of credit (SBL) can help you finance everything from a dream home to a dream … horse?  Chances are, you may never consider buying a thoroughbred racehorse. But if you are, an SBL could work for that. And if it can help you buy a...
Zucchini bread straight from Sara’s garden

Zucchini bread straight from Sara’s garden

Ingredients 3 eggs – beat 2 cups sugar 1 cup canola oil 2 cups shredded zucchini 3 tsp vanilla 3 cups flour 1 tsp salt 1 tsp baking soda ¼ tsp baking powder 3 tsp cinnamon Instructions Combine eggs, sugar, oil, zucchini, and vanilla then beat. Add the flour,...