Signature Wealth Strategies - New Bern, NC

09/02/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

09/02/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

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08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

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08/21/2026

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

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08/19/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

08/17/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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08/14/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

raymondjames.com

08/13/2026

The S&P 500 reached its 25th record high of the year as corporate earnings remain exceptionally strong. Raymond James Chief Investment Officer Larry Adam examines key takeaways from second quarter earnings season so far:

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