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From the Desk of Todd Wike

From the Desk of Todd Wike

As we step into the festive warmth of December, reflecting on the year feels akin to looking back over a challenging but rewarding marathon…. or maybe more like a roller coaster ride, depending on how closely you’ve been watching! It’s been a year of endurance,...
Visualize your future

Visualize your future

A tailored financial plan can help you achieve the unique future you have in mind.   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...
Turn IRA assets into charitable contributions

Turn IRA assets into charitable contributions

New legislation may affect your philanthropic strategy. Donations are more crucial than ever. In response to recent natural disasters, global inflation, war and a worldwide pandemic, givers stepped-up and expanded the charitable landscape. And now, the SECURE Act 2.0...
Rearview to Windshield, December 2023

Rearview to Windshield, December 2023

A market update by David Wagner from Aptus Capital Advisors November ’23 Market Recap: After a 20% drawdown in many stocks between July and October, equities staged an impressive rebound in November thanks to the sharp reversal in interest rates. A good portion of...
Make your final tax saving moves before Dec 31

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...
Sheet-Pan Eggs with Spinach & Ham

Sheet-Pan Eggs with Spinach & Ham

By Carolyn Casner Carolyn Casner is a longtime recipe tester and contributor for EatingWell. Over the years, she has tested and developed hundreds of recipes for the magazine and website. Prep Time: 15 minutes Additional Time: 30 minutes Total Time: 45 minutes...