Signature Wealth Strategies - New Bern, NC

Signature Wealth Strategies - New Bern, NC We help families plan their financial future with confidence by providing comprehensive strategies, customized solutions and concierge level service.

07/17/2026

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.
https://www.raymondjamesconnect.com/jJruI

The S&P 500 is essentially trading near the same price it was in late May, but plenty is transpiring beneath the surface...
07/16/2026

The S&P 500 is essentially trading near the same price it was in late May, but plenty is transpiring beneath the surface.

Read more in the Weekly Market Guide.

amazonaws.com

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
07/15/2026

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.

raymondjames.com

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
07/10/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

raymondjames.com

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focus...
07/09/2026

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focused on two key catalysts: second-quarter earnings season and renewed geopolitical tensions in the Middle East.

Read more here.

amazonaws.com

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.Read more i...
07/02/2026

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.

Read more in the Weekly Market Guide.

amazonaws.com

In honor of America turning the big 2-5-0 (looking great for a quarter of a millennium, by the way), all markets and off...
07/01/2026

In honor of America turning the big 2-5-0 (looking great for a quarter of a millennium, by the way), all markets and offices will be closed Friday July 3.

Wishing you a fun, safe, and very patriotic holiday weekend!

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
06/30/2026

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

Equity futures point to a higher opening to the holiday-abbreviated week as tech stocks advance in the premarket after a...
06/29/2026

Equity futures point to a higher opening to the holiday-abbreviated week as tech stocks advance in the premarket after a volatile previous week.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding...
06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

amazonaws.com

Address

315 Metcalf Street
New Bern, NC
28562

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm
Saturday 8am - 5pm

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