Vivian Investment Partners - Raymond James

If you're looking for Tax Planning & Income Strategies for a traditional retirement, managing FIRE or a flexible “work-optional” lifestyle, we can help, this is what we specialize in.

Sept. 25 - Equity futures point to a higher opening, as crude oil prices move lower and Treasury yields retreat, providi...
09/25/2026

Sept. 25 - Equity futures point to a higher opening, as crude oil prices move lower and Treasury yields retreat, providing some relief from two of the primary headwinds that pressured stocks yesterday.

Read more in the Morning Brew.

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The legacy you leave behind isn't measured only by financial assets.It's also reflected in your values, your priorities,...
09/25/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

Friday Fun - Office Dog Obi just chillin’ in the coffee shop! 😊
09/25/2026

Friday Fun - Office Dog Obi just chillin’ in the coffee shop! 😊

Sept. 24 - Equity futures point to a lower opening as Treasury yields and oil prices continue to move higher this mornin...
09/24/2026

Sept. 24 - Equity futures point to a lower opening as Treasury yields and oil prices continue to move higher this morning.

Read more in the Morning Brew.

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Sept. 23 - Equity futures point to a slightly lower opening this morning following Tuesday's mixed session, with relativ...
09/23/2026

Sept. 23 - Equity futures point to a slightly lower opening this morning following Tuesday's mixed session, with relatively little in the way of new developments overnight to provide a clear directional catalyst.

Read more in Morning Brew.

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Equity futures point to a slightly higher opening after recovering from overnight losses, looking to build on the major ...
09/22/2026

Equity futures point to a slightly higher opening after recovering from overnight losses, looking to build on the major averages rally behind renewed strength in AI, semiconductor stocks, oil prices and Treasury yields.

Read more in Morning Brew.

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Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/21/2026

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

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Equity futures point to a firmly higher opening this morning as oil prices and Treasury yields retreat to start the week...
09/21/2026

Equity futures point to a firmly higher opening this morning as oil prices and Treasury yields retreat to start the week, with crude oil down roughly 2.5% to under $98 per barrel and the 10-year note yield down to 4.95%.

Read more in Morning Brew.

amazonaws.com

Equity futures point to a mostly higher opening this morning, supported by another pullback in crude oil prices and cont...
09/18/2026

Equity futures point to a mostly higher opening this morning, supported by another pullback in crude oil prices and continued momentum across technology and mega-cap stocks.

Read more in Morning Brew.

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Friday Fun - Office Dog Obi - always so many decisions to make! Which toy to play with next? 😊
09/18/2026

Friday Fun - Office Dog Obi - always so many decisions to make! Which toy to play with next? 😊

Address

1276 N Palm Canyon Drive
Palm Springs, CA
95020

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14087132020

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