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April review: Markets advance through global volatility
4/30/2026
April showed us just how sensitive markets can be to a small number of powerful forces: energy prices, inflation and geopolitical risk. 
Markets & Investing
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
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Plan beyond the present
Your business deserves an “estate plan” that prepares it for whatever comes next
Business Ownership
Sharing a wealth epiphany

When wealth arrives quickly, generosity – and planning – can be the key to helping it endure.

Estate & Giving
Powering your business with smart cash planning
Strike a balance with your business’ cash management
Business Ownership
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Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle
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Putting your digital life in order
How to include online services, important documents and digital family mementos in your estate plan
Technology & Innovation
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How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
A pivotal time for the Federal Reserve
4/20/2026
Raymond James Senior Investment Strategist Tracey Manzi examines how Kevin Warsh’s appointment could shape Fed policy outlook.
Markets & Investing
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Patton Wealth Management, 1NB Bank and the First National Bank of Sparta are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.