• 2020: The Year of the UnprecedentedIt’s with great excitement and relief that the book of two-thousand twenty-twenty is coming to a close. Appropriately, I’m choosing to title it “Unprecedented” and hope we’ll never have to open it again.As we begin to turn the page, it’s truly remarkable to reflect on
  • When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn't easy, because money is a complicated and emotionally charged topic. Rather than risk conflict, your family may prefer to avoid
  • Find the right words to connect with loved ones and capture their stories.As you gather with loved ones for the holidays – whether in person or virtually – think about preserving their memories and life lessons through oral histories. Here we’ve gathered some questions that can lead to meaningful conversations
  • Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure.Failure is essential to future success.Yes, you read that right.A study by the Psychology of Sport and Exercise journal found that while failure hurts self-esteem
  • Raymond James CIO Larry Adam puts this new market milestone in perspective.After recovering from its COVID-driven decline just last week, the Dow Jones Industrial Average has another record to celebrate. On Tuesday, November 24, the index reached a major milestone as it closed above the 30,000 level for the first