From the Desk of Jack W. Kennedy III
Once again, the summer has come to an end. When I was a child, this is when my mother would sing “school bells ringing, children singing, everyone’s going back to school again.”
Be Ready for Normal Pullbacks Amid Stellar Stock Performance
“We tend to get three to four 5% or more pullbacks in a given year,” explains Raymond James CIO Larry Adam. “It’s likely that we’ll see one in the near term.”
Don’t Underestimate One of Your Most Precious Resources…Time
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Making the Most of Medicare’s Open Enrollment Period
Ask yourself a few questions to make sure you’re getting the most from Medicare.
Your Year-End Tax Planning Checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
From the Desk of Jack W. Kennedy III
“This may be the fastest summer in history.”
Year-End Tax Tips for Businesses
Help improve your bottom line with these tax mitigation strategies.
Nontraditional Assets Can Complement a Diversified Portfolio
For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
Making the Most of Medicare’s Open Enrollment Period
With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare.
The Scoop on COVID-19 Medicare Scams
Scammers are casting a wide net for victims. Here’s how to sidestep it.
Jack W. Kennedy III, CFP®, AAMS, CWM
Chrissy Carpenter
Margaret (Maggie) Slivinski
Denise Condo
Diane Gallagher
Alexandra Fragomele
Gene Donato
Andrew J. Thornton, CFP®
Valerie A. Angiollilo
Henry (Hank) J. Schroeder, CFP®
Brian Dorflinger
