10/17/2021
On our way down to Mexico … again! Why do we bother leaving?!?!?
Carl Kunhardt, CFP, CIMA
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I help families make better decisions about their wealth and meeting their financial goals .... beca Thank you for your understanding.
Carl is a wealth advisor and shareholder with Quest Capital Management, a Dallas, TX based independent fee-based wealth management and comprehensive financial planning firm. Our goal from the begining has been to help our clients wishing to make better decisions about their wealth meet their goal. Working principally with individual families, our clients are successful people who respect professi
10/17/2021
10/27/2020
It's a tricky topic, but it's an important one. How to start conversations with your family around inheritance: https://go.rjf.com/3cSsWoV
10/26/2020
In our latest episode of For What It's Worth, Chief Economist Scott Brown sheds light on recent employment data, the national debt, the ongoing economic recovery and what investors may see in 2021. Listen here:
Why Today's Economic Worries Exclude Inflation and U.S. Debt www.raymondjames.com
10/23/2020
See the upsides to estate planning at an earlier age and adjusting as you go in this U.S. News & World Report article.
8 Things You Need for an Estate Plan at Any Age - money.usnews.com money.usnews.com
10/22/2020
After setbacks for charities this year, giving has roared back in interesting ways. See it in this Forbes article.
The COVID-19 Silver Lining: Noncash & Life Income Charitable Giving Trends for 2020 www.forbes.com
10/21/2020
What do Presidents Reagan and Obama have in common? The same favorable market conditions that whoever occupies the White House next January could share with them.
What Presidents Reagan and Obama have in common: Healthy stock markets during their terms – Expert Investment Views: Invesco Blog - www.blog.invesco.us.com www.blog.invesco.us.com
10/21/2020
What is a representative payee and how do they help? Learn more about protecting your Social Security:
10/20/2020
More than 64 million Americans will see a 1.3% increase in their Social Security benefits beginning in January of 2021. Learn more here.
Social Security Increases Benefits by 1.3% for 2021 www.raymondjames.com
10/20/2020
The COVID-19 outbreak has certainly created challenges to everyday life and higher education is no exception. Many college students have responded by taking a gap year or opting for reduced course loads. How does this impact your 529 plan?
Answering Four Common Questions About COVID-19 and 529 Plans www.raymondjames.com
10/19/2020
Washington Policy Analyst Ed Mills discusses past U.S. presidential elections and how historical outcomes have correlated with the stock market performance.
Polls vs. Stocks: Which Is the Stronger Election Predictor? www.raymondjames.com
10/19/2020
Through the course of 25 minutes, hear from Raymond James Cyber Security Professional, Marcus Cavil, in RJ's "For What It's Worth" podcast, as he explores how the cybersecurity landscape has changed as many of us have shifted to remote work in response to COVID-19.
The Underappreciated Link Between COVID-19 and Cybersecurity www.raymondjames.com
03/11/2020
For a technical view on current portfolio strategy, read the latest Weekly Market Guide:
Weekly Market Guide - www.raymondjames.com www.raymondjames.com
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