Jeanne Case - Financial Advisor Raymond James

07/19/2026

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.

If you have the Kalamazoo Promise, you are going to want to watch...
https://www.raymondjamesconnect.com/Bf5fA

07/17/2026

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.

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07/17/2026

June inflation data supports the case for patience as the Federal Reserve assesses the path forward. Raymond James Chief Economist Eugenio Alemán shares insight in Weekly Economics.

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07/16/2026

🌿💦 Some of the most beautiful places I've ever seen required the hardest hikes to get there.

The trail wasn't always easy, but the view at the end made every step worth it.

Planning for your future is often the same way. The small sacrifices, disciplined decisions, and steady progress you make today can lead to incredible rewards down the road.

Keep climbing. Your waterfall is out there. 🌊✨

🥾💦🌿

07/14/2026

Money is deeply personal.

It's totally normal for emotions to play a role.

But when it comes to making solid decisions about money, emotions can lead us off course.

Ask Yourself: Does my money align with where I want to go?

When you have a clear financial plan (a roadmap that reflects your goals and values) you can approach financial decisions with confidence and clarity, leaving the stress and second-guessing behind.

This is what living a life well-planned is all about.

Making choices based on facts, not feelings, so you can live the life you've envisioned.

07/13/2026

I am so proud of the group of friends I pulled together to raise money for the The Friends of The Portage Zhang Senior Center. It was our fourth year and much fun was had by all. Thank you to all who volunteered, played or came to dance the night away at the Pickle Ball.

07/11/2026

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. From equity market broadening to AI investment, Raymond James Chief Investment Officer Larry Adam shares the key themes to watch.

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07/10/2026

A recent report suggests tariff pass-through may not be over. Raymond James Chief Economist Eugenio Alemán examines what this could mean the economic outlook in Weekly Economics.

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06/28/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

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