J.R. Blackburn and Brianna West, MBA

11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

10/30/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

raymondjames.com

10/30/2026

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Economist Eugenio Alemán explores the dynamics in the latest Weekly Economics.

raymondjames.com

10/30/2026

🎃 Financial Fridays with Bre
October Special Edition #5: Beware of Zombie Accounts 🧟
Some financial accounts are still alive... but not really doing much.
🧟 Old 401(k)s from previous employers
🧟 Investment accounts you haven't reviewed in years
🧟 Beneficiaries that haven't been updated
October is a great time to dust off those old accounts and make sure they still fit your goals.
Bre's Not-So-Spooky Tip: If you haven't reviewed an account lately, it may be time for a financial wellness check!

Brianna West, MBA
[email protected]
606-432-2020

10/27/2026

www.usatoday.com

10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

10/26/2026

💲 Money Minute with Bre 💲

💰💵 What Are Trump Accounts? 💵💰

You've probably heard some buzz about Trump Accounts, but what exactly are they? 🤔

💲 Trump Accounts are a new savings and investment option designed to help children start building wealth from an early age.

💲 Children under age 18 may be eligible to have an account established for them.

💲 Certain children born between 2025 and 2028 may qualify for a one-time $1,000 government contribution.

💲 Family members can also contribute to help grow the account over time.

💲 The goal is to give kids a financial head start and encourage long-term investing. 📈

As always, I'm here to help break down financial topics into plain English and help you determine what makes sense for your situation.

💵 Have questions? Let's chat!

📞 Brianna West, MBA
Financial Advisor

💲✨

10/23/2026

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam examines potential catalysts for financial markets, including a Federal Reserve meeting, technology earnings and the midterm elections.

raymondjames.com