Jason D. Newton - Financial Advisor at Crescent Advisory Partners

07/16/2026

A luxury yacht vacation may be more within reach than you expect. Discover how chartering is expanding access to premium experiences on the water:

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07/16/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

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07/14/2026

You could track an index, or you could buy it. Explore how direct indexing offers flexible, tax-efficient access to the capital markets:

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07/07/2026

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

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07/03/2026

A quarter millennium of big dreams. Happy Fourth of July!

07/02/2026

Raymond James Chief Investment Officer Larry Adam highlights three market dynamics supporting a constructive outlook for investors in the second half of 2026.

06/11/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

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06/04/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

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06/02/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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05/26/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

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