Vandergrift Financial Group of Raymond James

Providing confidence by delivering quality financial planning advice from an eternal perspective.

The five most popular methods for funding education 08/16/2024

With the cost of higher education continuing to rise year after year, it may be wise to start saving early. Discover five popular savings vehicles that can help fund for your loved ones.

The five most popular methods for funding education raymondjames.com

Putting the recent equity weakness into perspective 08/05/2024

It's critical to remember that pullbacks, while uncomfortable, are normal. We remain cautious in the near term, but this does not dim our long-term optimism. Read more from our CIO Larry Adam -

Putting the recent equity weakness into perspective raymondjames.com

Photos from Vandergrift Financial Group of Raymond James's post 07/31/2024

We had a great night at our Mid-Year Market Review! Thank you for taking time out of your busy schedules to join us. It’s always a pleasure to hear from Paul Peterson from First Trust. We are grateful for his partnership and his passion for educating our team and our clients!

After Biden: What comes next? 07/24/2024

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

Biden withdrawal announcement: Large market reaction unlikely 07/22/2024

Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.

Biden withdrawal announcement: Large market reaction unlikely raymondjames.com

July 2024 Investment Strategy Quarterly 07/10/2024

Much like the upcoming Olympic Games, the market has had its share of recent surprises. In the latest edition of Investment Strategy Quarterly, discover why it's important to go beyond the spotlight to find value in diverse market areas.

July 2024 Investment Strategy Quarterly www.raymondjames.com

07/03/2024

Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Independence Day! Reminder our offices and market are closed tomorrow.

06/17/2024

Happy Father’s Day to all of you amazing fathers, grandfathers and father figures out there! Got to spend special time with the whole family today. We hope you enjoyed the weekend!

Will the sun set on generous estate and gift tax exemptions in 2026? 06/13/2024

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

May's record-breaking market performance elicits optimism 06/03/2024

All three U.S. equity indexes hit new highs in May, with 10 of 11 sectors showing growth. Read the monthly market recap for more insights.

May's record-breaking market performance elicits optimism www.raymondjames.com

05/27/2024

Today, we remember and honor all who have made the ultimate sacrifice for our country and freedom. Our office and the markets are closed in observance of Memorial Day.

More retirees crossing state lines – here's where they're going 05/23/2024

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Can you guess the top destinations?

More retirees crossing state lines – here's where they're going www.raymondjames.com

Saving for K-12 education with a 529 plan 05/22/2024

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Learn how they can work beyond just college savings.

Saving for K-12 education with a 529 plan www.raymondjames.com

05/13/2024

Happy Mother’s Day from our family to yours! 🌸

Foster financial literacy and family values 05/03/2024

We love this article with important reminders about educating the next generation:

Foster financial literacy and family values www.raymondjames.com

Keep calm and carry on with your long-term investing strategy 04/30/2024

Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.

Keep calm and carry on with your long-term investing strategy www.raymondjames.com

04/24/2024

Happy Administrative Professionals Day to our very own, Kristin! She is a rockstar and we are grateful for her years and years of service to us and our clients. Thanks for all you do, Kristin!

Reviewing the building blocks of the global food chain 04/16/2024

Are declining crop prices helping to alleviate inflationary pressures?

Reviewing the building blocks of the global food chain www.raymondjames.com

Spring 2024 WorthWhile Magazine 04/09/2024

The latest issue of WorthWhile explores the connection between the five senses and well-being, this year's housing market, pet tech trends, traveling to Machu Picchu, expiring estate tax exemptions, the de-dollarization movement, and more. Dive in now!

Spring 2024 WorthWhile Magazine grapevinesix.s3.amazonaws.com

Five habits of 401(k) millionaires [INFOGRAPHIC] 04/05/2024

A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Five habits of 401(k) millionaires [INFOGRAPHIC] www.raymondjames.com

03/31/2024

Wishing you and your family a Happy Easter. He is Risen indeed!

03/29/2024

Blessings to you and yours on this Good Friday. While Raymond James offices and the markets are closed, you can access your accounts at any time through Raymond James Client Access.

Opportunity blooms in tax season 03/19/2024

Whether you get a refund or end up owing, you have options! Read below for more information.

For mailing dates and other important information about your RJ 2023 tax documents, visit: https://www.raymondjames.com/client-resources/tax-reporting.

Opportunity blooms in tax season www.raymondjames.com

Five habits of 401(k) millionaires 03/13/2024

As most 401(k) millionaires know, staying the course and maximizing your earnings are crucial in helping meet your long-term goals.

Five habits of 401(k) millionaires www.raymondjames.com

03/01/2024

Can stocks continue to climb? Raymond James CIO Larry Adam notes that while there may be a period of consolidation, the long-term prospects for the sector are robust.

Through the back door to bigger retirement savings 02/27/2024

Explore how these “backdoor” strategies can help boost your savings.

Through the back door to bigger retirement savings “Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.

Market performance in a presidential election year 01/16/2024

Presidential election years usher in considerable uncertainty. Washington Policy Analyst, Ed Mills provides an update on his team's 2024 election outlook and other key issues Washington D.C. will tackle.

Market performance in a presidential election year www.raymondjames.com

How High Earners Can Maximize Their Retirement Savings 01/03/2024

Great strategies to maximize deposits for those who cannot contribute directly. Feel free to contact us for more information.

How High Earners Can Maximize Their Retirement Savings www.hartfordfunds.com

Investment Strategy Quarterly| January 2024 - QuickView 01/02/2024

In the latest Investment Strategy Quarterly, Raymond James CIO Larry Adam explores 10 themes that will impact investors in #2024.

Investment Strategy Quarterly| January 2024 - QuickView www.raymondjames.com

12/29/2023

Wishing you and yours a happy and prosperous new year. Raymond James offices and the market are closed Monday, January 1, in observance of New Year's Day.

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Can #tech stocks continue to climb? Raymond James CIO Larry Adam notes that while there may be a period of consolidation...
With markets on an upswing and the economy staying resilient, Raymond James CIO Larry Adam provides insight into their o...

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301 E. Pine Street Ste 1100
Orlando, FL
32801

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
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Friday 9am - 5pm

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