Giving back means giving of ourselves

We are well-established in our local community and are proud to be part of its rich history and heritage. We believe our community deserves to share in our success – and that giving back means giving of ourselves. Here are some of the worthy organizations and causes we have supported and participated in now and throughout our careers.

Infographic: Thoughtful tips for a fulfilling retirement

Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
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Retirement & Longevity

Why work with a financial advisor?

A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
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Retirement & Longevity

Webinar replay - Summer is ending: Market set to heat up?

09/09/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing

Unparalleled rate movement

09/09/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

A business owner's guide to year-end tax planning

Tax mitigation strategies can help the bottom line.
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Business Ownership

Employment weakness cements our view

09/06/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

These signs suggest the Fed need to get going on rate cuts

09/06/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Bouncing back after a job loss

Recovering from job loss is possible. Explore guidance to help you get back on your feet.
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Family & Lifestyle

Estate planning: Your loved one's long-term care

Ensure your family member with special needs is cared for after you’re gone.
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Estate & Giving

A slow moving economic cycle

09/03/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

August sees markets close strong after tough start

09/03/2024
A soft landing for the U.S. economy still appears to be the most likely outcome.
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Markets & Investing

What time is the right time for retirement?

Age may just be a number, but when it comes to retirement, it matters.
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Retirement & Longevity

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Rooted Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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