Insights
12/11/2024 Interest in solar energy is soaring – and for good reason. Humans have always harnessed the power of the sun, using it to tell time and start fires. And we’ve only gotten better at it. These days, we use photovoltaic (PV) panels to...
06/11/2024 Where should you meet? What should you discuss? Who should be there? Estate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next generation. And while selecting the...
05/11/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “The curious incident of the dog in the night-time” – Sir Arthur Conan Doyle (The Adventure of Silver Blaze) In 1892, Sir Arthur Conan Doyle had published a collection of short...
25/10/2024 The connection between financial wellness and health can have benefits for your employees and your business. Saving and investing for retirement, preparing for major life changes, and providing financial guidance and education along the...
16/10/2024 With these seven tips and a little practice, you’ll come across as cool, calm and collected. If you’d prefer to do just about anything rather than speak in front of a crowd, here are seven tried-and-tested tips to help calm your nerves and...
ISQ – October 2024 09/10/2024 Eugenio J. Alemán, PhD, Chief Economist, Raymond James Giampiero Fuentes, Economist, Raymond James A tariff is a tax levied on imports. Historically, tariffs have been imposed to generate tax revenue or to protect...
ISQ – October 2024 09/10/2024 Ed Mills, Managing Director, Washington Policy Analyst, Equity Research A series of unprecedented and historic events have completely shifted the candidates and dynamics of the race for the presidency and...
ISQ – October 2024 09/10/2024 Prof Jeremy Batstone-Carr, European Strategist, Raymond James The summer is over and politics is back in the air. One can hardly open a newspaper or turn on the television or radio without being told that the 30...
08/10/2024 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: UK Outlook – Big Challenges, Big Rewards Final Stretch Before US Election Day: Everything & Nothing Has Changed Trade and Tariffs:...
17/09/2024 FAMILY & LIFESTYLE When children leave home, you may have extra resources to invest in yourself. You’re beaming with pride as your child moves the tassel from one side of the mortarboard to the other – Congratulations, your child just...
09/09/2024 How a major life change provided opportunity for Nancy Leizman’s private wealth practice. “At times in life when people are going through major transitions, there’s always an opportunity to provide them with another point of view.” Nancy...
03/09/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “A Comedy With Machines” Transport yourself for a few moments back to a warm August day in Vienna in the summer of 1791. You find yourself amidst a gathering of cityfolk...
01/08/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Every exit is an entrance to somewhere else” Tom Stoppard (Rosencrantz and Guildenstern Are Dead) How appropriate it is that at the year’s turning point the financial markets...
28/08/2024 It’s a digital world! Your digital presence is how your branch appears online. With the rise of technology and daily searches for solutions and services, we’re all more connected than ever. This has opened exciting doors for wealth...
20/08/2024 Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the, sometimes adverse, effect of sudden wealth and the squandering of assets within a generation. Here are some...
07/08/2024 Take proactive care of your neural pathways. When you think fit, think brain fitness – focus on strengthening your body and your mind. The idea of losing a step or two worries many of us, especially those who find themselves forgetting...
