David Yates, Financial Advisor | RJFS, Inc. | OnPoint
Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings.
As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS and Social Security. My commitment to each client is to give them the personalized attention and highest level of serv
07/31/2024
There's a positive bias in early trading driven by pre-open gains in semiconductor-related names. Semiconductor shares garnered added support from a Reuters report that the chip equipment export rule will have key exemptions for allies. Read more.
07/31/2024
High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Read why now may be a good time to review your estate and gifting plans.
Will the sun set on generous estate and gift tax exemptions in 2026? www.raymondjames.com
07/30/2024
Contracts tied to the S&P 500 and Nasdaq 100 are higher, supported by pre-open gains in mega cap names. There's still an element of hesitation in play this morning in front of market-moving events later in the week. Read more in the Morning Brew.
07/30/2024
How can you pay off your credit card debt while minimizing your interest payments? Here are some strategies to keep in mind that may help you find your debt-free path.
Pay off debt with a plan in mind raymondjames.com
07/29/2024
There's a positive bias in early trading in front of a busy week. Earnings reporting picks up steam, headlined by mega-cap tech. These names and other mega-cap stocks, are higher in pre-open action, boosting the broader market. Read more in Morning Brew.
07/27/2024
See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
Weekly Headings Snapshot: July 26, 2024 www.raymondjames.com
07/26/2024
There's a positive bias in early trading, supported by pre-open gains in mega-cap and semiconductor shares. Contracts tied to the NASDAQ 100 are more than 1% higher. Read more in the Morning Brew.
07/26/2024
Teaching kids about money can be difficult or uncomfortable, but lessons in financial literacy can benefit them for a lifetime. Here is a guide to some of the milestones and lessons you can use to teach the little ones in your life.
The lasting benefit of financial literacy www.raymondjames.com
07/26/2024
Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
After Biden: What comes next? raymondjames.com
07/25/2024
Contracts linked to the S&P 500, Nasdaq 100, and Dow Jones Industrial Average are slightly lower after yesterday's sell off. Earnings news since yesterday's close has garnered mostly negative responses. Read more in the Morning Brew.
Stock futures indicate a lower open following solid gains this week in the major indices. Some big names show sizable pre-open declines in response to earnings results, contributing to the negative bias in early trading. Read more in the Morning Brew.
07/24/2024
Demographic trends pose challenges for Social Security, and its reserves are projected to deplete by 2035. Without intervention, future retirees may face reduced benefits by an estimated 23%. Learn more about Congress's potential solutions.
Social Security's uncertain future? raymondjames.com
07/23/2024
Contracts linked to the S&P 500, Nasdaq 100, and Dow Jones Industrial Average are little changed after yesterday's broad rebound. Market participants are digesting a slate of earnings news, which has garnered mixed responses. Read more in the Morning Brew.
07/22/2024
Positive bias in early trading, supported by pre-open gains in mega-cap and semiconductor stocks. President Biden announced his exit from the 2024 presidential race, and that he endorses VP Kamala Harris, who will seek the Democratic nomination. Read more.
07/19/2024
See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
Weekly Headings Snapshot: July 19, 2024 www.raymondjames.com
07/19/2024
Early action is mixed, possibly due to a flawed CrowdStrike technical update that impacted Microsoft's operating system and caused a load of system outages that has affected airlines, banks, exchanges, and many other businesses. Read more.
07/19/2024
These jobs can pay $200,000 a year — no office or advanced degree required yahoo.com
07/18/2024
The S&P 500 futures are up eight points and trading 0.2% above fair value, the NASDAQ 100 futures are up 82 points and trading 0.4% above fair value, and the Dow Jones Industrial Average futures are down 54 points, trading 0.1% below fair value. Read more.
07/17/2024
There's a negative bias in early trading. Pre-open declines in semiconductor-related names contributed to the action after Bloomberg reported that President Biden is considering using more severe trade restrictions on chip imports from China. Read more.
07/17/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
2024 election: Prepare for a sweep? raymondjames.com
07/17/2024
The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind:
Tailor your taxes for retirement raymondjames.com
07/16/2024
Stock futures are higher after yesterday's Dow Jones Industrial Average record finish. Market participants are digesting mostly better-than-expected earnings news from some Dow components. Read more in the Morning Brew.
07/15/2024
Stock futures are higher amid rising Treasury yields. The early price action is related to the assassination attempt on Former President Trump at a rally in Butler, PA on Saturday and implications for the November election. Read more in the Morning Brew.
07/12/2024
See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
Weekly Headings Snapshot: July 12, 2024 www.raymondjames.com
07/12/2024
Contracts linked to the S&P 500, NASDAQ 100, and Dow Jones Industrial Average are flat in early action. Market participants are digesting earnings results from some big banks, which have garnered mostly negative reactions. Read more in the Morning Brew.
There's a negative bias in early trading ahead of the June Consumer Price Index. The vibe could shift with the release of the inflation data. Read more in the Morning Brew.
The S&P 500's record-breaking run continues. The index recorded its 37th record high on Wednesday and closed above 5,600 for the first time. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.
07/11/2024
There's a negative bias in early trading ahead of the June Consumer Price Index. The vibe could shift with the release of the inflation data. Read more in the Morning Brew.
07/10/2024
Early trading features a positive bias after another gain in the S&P 500 and NASDAQ Composite yesterday. Pre-open gains in mega-cap stocks are supporting the broader market so far. Read more in the Morning Brew.
07/09/2024
Stock futures indicate a higher open following another record finish for the major indices yesterday. Pre-open gains in some mega-cap names have contributed to the upside bias. Read more in the Morning Brew.
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