Frazier Allen: Thriving with Special Needs
May 28, 2017
With thoughtful planning, you can help ensure the future care of a loved one with a disability.
Clarksville, TN – To live a full life, and attain some measure of security and happiness – this is what all good parents want for their children, including those with sons and daughters who have disabilities.
The difference is that families caring for a child with special needs often require special care to color in the details and make that dream a reality.
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Frazier Allen: Famous Estate Blunders and How to Avoid Them
May 22, 2017
These celebrities’ tales are a strong reminder to review your estate plan before it’s too late.
Clarksville, TN – There’s a calm comfort that comes with estate planning: a sense that your family will be taken care of after you pass away (hopefully at a ripe old age). Sadly, it doesn’t always happen that way.
Skipping regular estate plan reviews can lead to forgotten details, and these can create confusion and havoc for your family – or suck them into a time-consuming court case to iron everything out. Unfortunately, that was the case for these high-profile individuals and their loved ones.
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Frazier Allen: Six Myths About Sustainable Investing
May 21, 2017
Clarksville, TN – While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.
The socially and environmentally conscious approach is designed to allow investors to build portfolios that align with their desires to make a positive impact on society and the environment – while also taking into account the risks and returns of conventional investing.
While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.
Frazier Allen: Why Holiday Shopping Begins in Summer
April 30, 2017
Clarksville, TN – Big-box retailers increasingly push consumers to forget the date on the calendar and purchase back-to-school items, pumpkins and Christmas trees in the same shopping trip. Known as “Christmas Creep,” this early arrival of the holidays is a tactic retailers commonly employ in their race against time toward a profitable holiday season.
As much as 30 percent of a store’s annual sales can come during the holiday season, according to the National Retail Federation (NRF), the largest retail industry trade association. Stocking holiday merchandise sooner gives retailers a jump on the competition and extends the amount of time consumers have to buy, for good reason.
Discover the reasons retailers start the holidays sooner and how those decisions impact store operations.
Frazier Allen: Urban Farming as a Smart Grocery Alternative
April 2, 2017
Clarksville, TN – It is early morning as Bob walks outside to check on his chickens.
A good day for eggs, he thinks, approaching the coop.
While some might assume Bob wears overalls and lives on a poultry farm, an increasing number would wonder if he’s just like them – going greener in the middle of the city.
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Frazier Allen: You Are What You Think
March 27, 2017
Clarksville, TN – Research shows that 90% of your happiness is determined by your mindset, meaning only 10% is affected by external factors – be that your job, finances or health. It might be hard to believe, but happiness and contentment have as much to do with how you perceive life as anything else.
Whether it’s aging, an approaching lifestyle change as retirement nears, or a general waning of zest for life, there’s a wealth of research and ideas that suggest a more optimistic outlook is within your reach.
An optimistic outlook can enhance your health, your work and your daily life.
Frazier Allen: Risk Management Demystified
March 7, 2017
Clarksville, TN – Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re talking insurance.
But what kind of coverage do you really need? Take a deeper look at four useful types of policies.
The Right Mix of Coverage to Live with Confidence.
Frazier Allen: Five Reasons to Prioritize a Lasting Legacy
March 3, 2017
Clarksville, TN – Have you been dragging your feet on estate planning? You’re not alone. Nearly 64% of U.S. adults don’t even have a will, including 51% of people age 55 to 64, according to website Rocket Lawyer.
But a lack of estate plan, or an outdated one, leaves you and your family vulnerable. Your assets could get tied up in the costly court probate process after death.
Estate planning is for everyone
Frazier Allen: It’s Time to Review Your Estate Planning Basics
January 22, 2017
Clarksville, TN – The word “estate” tends to conjure up images of billionaires and aristocrats, but estate planning is not just for the wealthy. It’s widely believed that estate planning in one form or another is needed by everyone, and it doesn’t need to be sophisticated, complex or costly to help fulfill final wishes and protect assets.
Whether you’re a prince or a pauper, refreshing on estate planning basics can help make sure your legacy is left the way you intended.
Beginners and billionaires alike should refresh their knowledge of these basic estate planning terms and concepts.
Frazier Allen – 2017 Outlook: Opportunity and Uncertainty
January 21, 2017
Clarksville, TN – Each quarter, the Raymond James Investment Strategy Committee completes a detailed survey sharing their views on the investment environment, and their responses are the basis for a discussion of key themes and investment implications covered in this quarter’s Investment Strategy Quarterly.
Read an overview of the key themes below, or download the entire publication for a more thorough view of the markets and the economy.
The Raymond James Investment Strategy Committee weighs in on market trends, economic conditions and the outlook for investors in 2017.
