Highland Rim Wealth Management

Strategic, effective philanthropic endeavors require a combination of planning and action. If you're unsure where to start in your giving journey, consider these ideas.

Define your personal philanthropic mission www.raymondjames.com

The complexities of estate planning can seem daunting, but having your affairs in order is essential for protecting your goals and legacy.

Don't let estate blunders get in the way of your wishes www.raymondjames.com

Based on research originally published in the Journal of Financial Planning.

RJ Connect

Whether you've recently inherited an IRA or are set to inherit one soon, review what the latest change can mean for some beneficiaries.

RMD rules delayed for inherited IRAs...again? www.raymondjames.com

Thinking of joining a nonprofit board or creating your own? Discover what business leaders and entrepreneurs should know about the nonprofit sector to have the greatest impact.

Take your business skills to the nonprofit sector www.raymondjames.com

March's CPI report came in higher than anticipated, and while markets place an emphasis on this measure, Raymond James Chief Economist Eugenio Alemán reminds us that CPI inflation isn't what Federal Reserve officials use to determine monetary policy.

Weekly Economic Commentary: April 12, 2024 www.raymondjames.com

Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills. Here are some strategies to consider:

Mitigating surtaxes faced by high-income earners www.raymondjames.com

Breathtaking mountains or relaxing beaches? No matter where you dream of retiring, let's chat about making those dreams a reality with strategic retirement planning.

Call us today to get started! 931.393.2059 https://www.raymondjamesconnect.com/a64AEN

After a 23% rally over 72 days, equities experienced their largest distribution day (11x decliners vs. advancers) in over a year yesterday. Read more equity market insights in the Weekly Market Guide.

Weekly market guide: February 14, 2024 www.raymondjames.com

On the podcast, we uncover the tactics scammers use to access your emails 📧. From phishing schemes to password hacks, learn how these cybercriminals operate and what you can do to stay safe.
Get ready to arm yourself with knowledge and proactive measures like two-factor authentication, complex passwords, and staying alert to suspicious links.

Tune in for timeless strategies to shield your inbox and stay one step ahead of the scammers.

https://podcasts.apple.com/us/podcast/guard-against-email-hacks-and-other-dangerous-scams/id1457695859?i=1000630190735 https://www.raymondjamesconnect.com/ajfTYf