David H. Joe
Raymond James
First Vice President Investments
CFP® AIF®CRPC®
14/05/2022
04/05/2022
03/05/2022
14/04/2022
29/03/2022
16/03/2022
14/03/2022
The world's eyes – and those of the markets – are locked on Russia and Ukraine. Before making any rash financial moves, keep in mind that the S&P 500 has historically overcome even the most significant corrections.
Over time, markets have proved positive and resilient www.raymondjames.com
02/03/2022
CIO Larry Adam and other key Raymond James strategists offer investor guidance in the face of escalating Russia/Ukraine tensions. Listen here:
Webinar Replay - Russian and Ukraine: On the Edge www.raymondjames.com
25/02/2022
18/02/2022
02/02/2022
01/02/2022
27/01/2022
18/01/2022
14/01/2022
If you are thinking about a real estate purchase in 2022, here's what experts expect to happen to the housing market:
Here's Where Home Prices Are Headed in 2022, According to Experts finance.yahoo.com
11/01/2022
06/01/2022
16/12/2021
14/12/2021
04/12/2021
Mistakes are a part of life. But they don't have to be part of your estate plan. Here are five common blunders to avoid when preparing your will or trust.
30/11/2021
26/11/2021
24/11/2021
Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right! www.forbes.com
19/11/2021
17/11/2021
15/11/2021
10/11/2021
04/11/2021
02/11/2021
29/10/2021
27/10/2021
Is Mandatory Fossil-Fuel Divestment Coming For Your 401(k) And IRA? And How Much Will It Cost You? www.forbes.com
23/10/2021
13/10/2021
In the past year and a half, homebuyers have been facing bidding wars and limited homebuilder resources. How long will it continue?
What's behind the housing boom? And will it last? www.columbiathreadneedleus.com
28/09/2021
Hidden In The Reconciliation Bill: A Retirement Plan Mandate That Will Take Most People By Surprise www.forbes.com
24/09/2021
The Biden Family Leave Plan: Good Intentions, Bad Policy, Worse Implementation Plan www.forbes.com
18/09/2021
16/09/2021
13/09/2021
02/09/2021