SWK Financial Planning of Raymond James

Warm wishes for a bright and joyful Easter celebration!

May the spirit of Good Friday bring comfort and remind us of the strength found in grace.

Today we recognize the contributions and achievements of our nation's presidents. The markets will be closed today February 16th.

Wishing everyone a Happy Valentine's Day!

Happy New Year to all!

Equity futures point to a flat opening after stocks pulled back from record highs in yesterday's trade. Mega-cap techs finished mostly lower, though with improvements late in the session, helping major averages finish well. Read the Morning Brew. raymondjamesconnect.com/tdM4s3

May the meaning of Christmas bring happiness to your heart and home.

From our team to you and yours - Merry Christmas and warm wishes for a joyful New Year!

Happy Thanksgiving from our families to yours!

With gratitude and respect, we thank our veterans today and always.

On this day, we remember those we lost on 9/11, support their families and honor the heroes who showed extraordinary bravery.

Wishing everyone a safe and restful Labor Day. Our office and the market will be closed Monday, September 1.

Happy Independence Day! Have a wonderful holiday.

6 Years! From day one, it's been a journey of growth and meaningful connections. We are beyond grateful to have this team that values making a real impact in client's lives! Thank you to everyone that has been a part of the ride - hears the exciting road ahead!

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on our clients! Read the full announcement: go.rjf.com/4igasiW

Congratulations to Troy & Holli on becoming a first-time grandparents to a beautiful baby girl! We are so happy for you & your family. Enjoy all the sweet moments!

Today we recognize the contributions and achievements of our nation's presidents. The markets will be closed today February 17th.

A special Congratulations to Troy & Holli on becoming first time grandparents! Ellis Anne made her way into the world a few weeks ago & we are so happy for their family! What an exciting new chapter ahead filled with love & endless joy!

Raymond James CIO Larry Adam looks at how the proposed tariffs may impact the economy and financial markets in his latest Thoughts on the Market. raymondjamesconnect.com/tWbyBX

As we honor the legacy of Dr. Martin Luther King Jr. today, let us work to create a world where everyone is treated with dignity and respect.