Cygnus Asset Management, LLC

10/23/2026

We have been focused this week on the end of 2026. Can you believe we're already thinking about year-end planning? Before the year wraps up, there may be a few opportunities to make smart tax moves that benefit your financial plan.

raymondjames.com

10/16/2026

It is the 4th quarter of the year. There are 11 weeks to go, less than 80 days before the calendar rolls over.

It's worth asking: Are there financial decisions you should be making now to put yourself in a stronger position for the year ahead?

Year-end is a natural time to revisit your financial plan, evaluate progress toward your goals, and consider whether there are opportunities to make adjustments before the calendar turns. From tax planning to retirement contributions and investment decisions, the choices you make today can help shape your financial picture tomorrow.

Our upcoming Cygnus Connect presentation will explore Year-End Moves That Matter and the financial planning considerations worth keeping in mind as you prepare for 2027.

We hope you'll join us!

amazonaws.com

10/10/2026

Today is an important day for Cygnus Asset Management.

Sixteen years ago today, Denise joined Cygnus. She has been part of our team from the beginning, almost. Over the years, she has become someone our clients know and trust and someone our team knows we can always count on. She has been the consistent face of our company.

Much of what Denise does happens behind the scenes, but the impact of her work is anything but. She is often one of the first voices our clients hear and one of the people they turn to when they need help. Her willingness to step in, figure things out, and make sure people are taken care of is a big part of what makes Cygnus feel like Cygnus.

So today, we're celebrating Denise's Sweet 16 at Cygnus.

Denise, thank you for 16 years of dedication, friendship, and care for our clients and our Bevy. We're grateful you've been part of our story from the beginning. We're even more grateful you're still writing it with us.

Happy 16th anniversary, Denise! 🦢

10/09/2026

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

raymondjames.com

10/02/2026

One of our most common conversations with parents, and increasingly with grandparents, is education funding. There are many tools to save money for education expenses but 529 plans is one of the most effective. They can be tax advantaged, can change beneficiaries, used for myriad types of educational expenses, and much more. If you want to know more, check out this infographic to find some basic information or schedule a conversation.

raymondjames.com

09/25/2026

Inflation. Debt. Unexpected expenses. Retirement. Job Loss. Aging Parents. Children...

Today's financial landscape can make it difficult to know which priorities should come first.

A recent HousingWire article highlights just how many middle-class Americans are feeling the pressure, and how financial strain is forcing difficult choices.

When the choices get difficult, isn't it better to have a financial partner helping you navigate them?

www.housingwire.com

09/24/2026

Your attention please...

He's serious.
He's funny.
He's stylish.
He's artistic.
He likes a party
and loves a good hug.

He is our portfolio strategist, our (g)odd king of investments. He is brilliant. He is incomparable. He is Gene Gross and he is the birthday boy today. Give a hug to this post to send some birthday greetings his way.

09/18/2026

A few weeks ago, one of our team members, Leigh Worlds, reminded us that the 25th anniversary of 9/11 was coming up. It was surprising to realize how quickly the years have passed.

As we talked about the anniversary, we shared our own stories and experiences of that day and reflected on the many lives forever changed by the events of September 11, 2001.

Leigh also reminded us that 9/11 has become a day when many people choose to serve others in remembrance. That felt like a meaningful way for our team to observe the anniversary, not by trying to recreate or compare ourselves to the extraordinary acts of courage and sacrifice that defined that day, but simply by taking an opportunity to serve our community.

So, at Leigh's urging, our team came together to prepare bagged lunches for some of our neighbors experiencing homelessness.

Leigh secured the supplies and set everything up Thursday evening. Then came Friday morning. As memorial services played on the televisions around our office, our team worked side by side making and packing sandwiches, snacks, drinks, and lunches.

It was a small act of service, but it gave us an opportunity to pause, remember, and do something for others together.

We remember by serving.

09/14/2026

Retirement is on your horizon. Are you confident in your map to get there?

Retirement planning starts with dreaming. Then comes planning. Then comes action. It's about designing a plan around the life you want to live—and understanding how the financial decisions you make today can help make that vision a reality.

This Wednesday, Lisa will lead our Client Education Series on **"Retirement by Design, Not by Guesswork."** She'll explore some of the important questions to consider as you think about your next chapter, from how you want to spend your time to how your financial plan can support the life you envision.

We'd love to have you join us for the conversation. **Details are in the flyer below.**

amazonaws.com

09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.