Pentas Wealth Management

07/16/2026

Check out advisor Jared Collum and his lovely wife Alaina on a recent trip to South Dakota. Not only did they visit the Mount Rushmore National Memorial, but they also explored Wind Cave National Park and Badlands National Park. What a great way to celebrate America's 250th anniversary!

We hope you are staying cool and having a great summer😊

07/14/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

07/08/2026

Should you invest while carrying debt?
It's a question our advisors hear a lot. In July's Pentas Post, Jared and Jay discuss the factors that can help guide this decision, including interest rates, types of debt, and the importance of taking advantage of employer retirement matching contributions.

Watch this month's video to learn how these factors can help shape a strategy that's right for you.

07/06/2026

Are you on track to retire?
In July's Pentas Blog Post, advisor Jay Poole shares and explains 7 Questions That Tell You the Answer to that very important question.

Retirement can feel like a moving target, filled with unknowns like market performance, health care costs, inflation, and longevity.

The good news is you don't need a crystal ball to gain clarity. You need a framework.

pentaswealth.com

07/02/2026

Summer Fun Continues! Check out Pentas President Fraley Carlton on a Girls Trip to Nantucket. This picture captues the vibe of that area so perfectly.

We hope you are having a great summer and wish you a wonderful 4th of JULY!

07/01/2026

Happy Birthday Sunshine Massey! We are grateful for all that you do to keep Pentas running smoothly. We hope you have a day that reminds you how wonderful you are. Here's to you and many more!

06/29/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

raymondjames.com

06/23/2026

A pressman, a publisher, a writer, a propagandist, a politician, an inventor, a scientist, a diplomat; Benjamin Franklin was both a symbol of Enlightenment ideals and a distinctly American thinker ahead of his time.

From Franklin's famous kite experiment, join WorthWhile magazine for a journey through 250 years of American innovation, in honor of our nation's semiquincentennial.

After your trip with Ben, make sure to check out all the other great stories in this issue on topics including:
• Nurturing strong sibling bonds for stronger families
• Deciding on traditional versus Roth investing – it's not as obvious as it looks
• Navigating retirement income "gap years"
• Why big nations don't dominate global soccer

Additional features on travel, AI, trends (meet the pampered pets), healthy habits and philanthropy round out the spread.

pentaswealth.com

06/22/2026

Let the summer fun begin! Advisor Jay Poole recenlty returned from Chicago where he, Gwen, and Reece caught both a White Sox game and a Cubs game. What are you getting into this summer?

06/17/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com