Patel Wealth Partners

With financial stress driving down overall physical health, and poor physical health increasing financial stress with medical expenses, the combination could hurt an employee's production at work. Learn how you can help your employees.

Healthy, wealthy and wise raymondjames.com

Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally:

What time is the right time for retirement? raymondjames.com

There's a negative bias in early action on the first trading day of the holiday-shortened week. Pre-open losses in the mega cap space have contributed to the downside bias. The vibe may shift, though, following this morning's economic releases. Read more.

Morning Brew: September 3, 2024 www.raymondjames.com

Crafting dreams and building futures – here's to our dedicated workers. Happy Labor Day to all! Our office and the market will be closed Monday, September 2.

Average American thinks it takes $2.5 million to be wealthy in 2024 wtvr.com

Equity futures trade flattish. The market still lacks major directional drivers ahead of a major semiconductor company's earnings report tomorrow afternoon. Investors are also in vacation-mode in front of Labor Day. Read more in the Morning Brew.

Morning Brew: August 27, 2024 www.raymondjames.com

Mackinac is home to Michigan’s oldest golf course and it is full of island lore mlive.com

San Antonio named No. 1 aging-friendly city in the US axios.com

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 education for your loved ones.

The five most popular methods for funding education raymondjames.com

Stock futures are flattish in front of a busy week. Earnings reporting picks up steam, especially in the retail and tech spaces, and Fed Chair Powell will speak in Jackson Hole. Read more in the Morning Brew.

Morning Brew: August 19, 2024 www.raymondjames.com

Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.

Maintaining income after retirement raymondjames.com

The art of giving what you can't take with you: Explore the ways you can plan for the future of a valuable collection today.

The art of giving what you can't take with you raymondjames.com

There's a positive bias in early trading following last week's turbulent action in equities. Pre-open gains in mega cap names have contributed to the upside bias. Read more in the Morning Brew.

Morning Brew: August 12, 2024 www.raymondjames.com

An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a significant wealth event.

Mastering a significant wealth event raymondjames.com

Planning for retirement? The current recommended age to plan retirement savings is 95 years old which may seem high, but it's crucial to consider longevity risks. With 95% of retirees having at least one chronic condition, personalized planning based on health status is key. Ensure your savings align with your unique needs and goals.

Retirement Planning, Longevity & Health: Does it Make Sense to Plan to 95? prnewswire.com

The global sell off that began late last week on fears about US economic growth has continued. Treasury yields are sliding and contracts tied to the S&P 500, NASDAQ 100, and Dow are sharply lower. Read more in the Morning Brew.

Morning Brew: August 5, 2024 www.raymondjames.com

Slowing economic data – and the potential subsequent earnings headwind – is a reason CIO Larry Adam and team remain cautious on the equity market in the near term. Gain key insights into additional market-moving headlines of the day in Up & Adam.

Up & Adam: Daily market insights: August 2, 2024 amazonaws.com

The salary you need to be considered middle class in the 25 largest U.S. cities—it can be over $250,000 in San Francisco cnbc.com

As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them.

10 common scams and how to avoid them raymondjames.com

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.

Morning Brew: July 30, 2024 www.raymondjames.com

Rules and strategies that a surviving spouse should consider to maximize lifetime Social Security benefits after the death of a spouse.

What a surviving spouse should know before claiming Social Security benefits troweprice.com

With state-facilitated retirement plans on the rise in the U.S., business owners are in a unique position to help employees save for retirement – and to strengthen their own foundations in the process.

The good business of saving for someone else's retirement raymondjames.com

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.

Morning Brew: July 22, 2024 www.raymondjames.com

Passing on your estate and your family legacy requires careful consideration. Learn about generation-skipping trusts to determine if it's the right estate planning tool for you:

GSTs leapfrog a generation to offer estate tax advantages www.raymondjames.com

Liability coverage can help protect real estate agents from unexpected legal challenges and subsequent business disruption. Learn more about the risks and insurance options available.

Real estate liability coverage, deciphered raymondjames.com

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Infographic: Debunking Social Security myths raymondjames.com

For the first time this year, all 11 sectors are in positive territory. With performance expected to broaden, which sectors may be the beneficiaries? CIO Larry Adam offers insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: July 16, 2024 amazonaws.com

For affluent investors, taking risks may not be quite so risky after all. Learn why.

Identify the connection between net worth and risk tolerance raymondjames.com

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

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