SilverTree Wealth Partners

07/17/2026

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

07/10/2026

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

07/10/2026

AI can analyze data faster than ever.

But investing has never been just about data.

The real challenge is knowing which signals matter, which noise to ignore, and when to question the consensus.

As AI becomes more powerful, the value of human judgment may become even more important.

Technology can help uncover opportunities.

Experience, perspective, and critical thinking help turn them into decisions.

amazonaws.com

07/08/2026

One of the most important conversations you can have with loved ones is also one of the easiest to put off.

Advance care planning is not about expecting the worst.

It is about making sure your wishes are known, reducing uncertainty, and giving those closest to you a clear path forward when it matters most.
Planning is an act of preparation.

Talking about it is an act of care.

raymondjames.com

07/07/2026

Most people wait until December to think about taxes.
That can be a costly mistake.

Some of the best planning opportunities happen long before year-end, when there is still time to be proactive instead of reactive.

Whether it is tax-loss harvesting, Roth conversion planning, or preparing for future distributions, small decisions made now can have a meaningful impact later.

The second half of the year is here.

The question is: are you using it strategically?

amazonaws.com

07/04/2026

250 years in the making. Wishing you a happy and memorable Fourth of July.

07/03/2026

Most people think 529 plans are just for college.

That mindset could be costing you opportunities.

These accounts have evolved. They offer more flexibility, more options, and more ways to adapt as life changes.

What happens if your child takes a different path?

Or does not use all the funds?

A well-structured plan does not just save for the expected. It prepares for the unknown.
Worth a second look.

raymondjames.com

07/02/2026

Markets have a funny way of testing patience.

With headlines focused on inflation, interest rates, elections, and geopolitical events, it is easy to wonder what comes next.

But some of the strongest market themes are happening beneath the surface.

The companies driving growth today look very different than those that led in previous decades, and that shift could have important implications for investors.

Sometimes the biggest opportunities are not found in the headlines. They are found in understanding what is changing behind them.

amazonaws.com

07/01/2026

Running a business solo has its perks.

But when it comes to retirement… are you leaving opportunities on the table?

Many owner-only businesses overlook one powerful tool that can combine flexibility with serious tax advantages.

It is not just about saving more. It is about structuring your plan in a way that actually works for how you operate.

If you are a one-person shop, this is worth a closer look.

raymondjames.com

06/29/2026

Renting vs. owning doesn't stop mattering in retirement.

In fact, it can shape your flexibility, your cash flow, and even how you spend your time.

Do you want freedom to move and simplify?
Or stability and a place that truly feels like yours?

There isn't a one size fits all answer. But there is a right answer for you.

Before making the leap into retirement, it's worth thinking beyond the numbers and focusing on how you actually want to live.

raymondjames.com