Peck Bulgin Wealth Management of Raymond James

Full service brokerage firm

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

rjsocialmedia.com

Stocks Wrap Up the First Quarter With Double-Digit Declines - www.raymondjames.com

"The combination of aggressive monetary policy and substantial fiscal stimulus should deter the worst-case scenarios from occurring," says Raymond James CIO Larry Adam @LarryAdamRJ.

rjsocialmedia.com www.raymondjames.com

youtube.com

Stocks Regain Ground as $2T Stimulus Deal Takes Shape

CIO Larry Adam says "The aggressive actions of the Fed and Congress will serve as a 'bridge' to a place not too long in the future, hopefully June, where the virus is contained, a therapeutic response is developed and the economy returns to normalcy."

This week, equities regained substantial ground and Congress crafted the biggest fiscal stimulus package in U.S. history. Hear more from CIO Larry Adam.

rjsocialmedia.com

The Psychology of Investors - www.raymondjames.com

Emotion plays a vital role in the equity market and emotional cycles often repeat with every bull and bear market. Click to see the cycle applied to current market conditions:

rjsocialmedia.com www.raymondjames.com

Thanksgiving is only a few days away and investors have a cornucopia of blessings to count. CIO Larry Adam @LarryAdamRJ shared his top ten: https://go.rjf.com/2rgXUDd .

barrons.com

How Giving to Charity Can Help Your Family

Talking to your kids about money? Don’t leave out the part about charitable giving.

barrons.com Philanthropy is a way to talk about money and pass on responsibility to kids

kiplinger.com

How Much Can You Contribute to a 401(k) for 2019?

The 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.

kiplinger.com The 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.

kiplinger.com

Try This Road Map to Plan Your Retirement

Stop procrastinating. It's not as hard as you think when you use turn-by-turn instructions.

kiplinger.com Stop procrastinating. It's not as hard as you think when you use turn-by-turn instructions.

marketwatch.com

How do the world’s oldest people make their money last?

What we can learn from Blue Zone island residents of Japan, Italy and Greece.

marketwatch.com In Okinawa, long-lived residents always have a reason to get up in the morning.

kiplinger.com

An Active, Full Retirement Depends On Proactive Long-Term Planning

The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.

kiplinger.com The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.

putnam.com

Three top financial challenges facing Millennials

For Millennials trying to pay off debt, buy a home, and save for the future, a comprehensive financial plan may help.

putnam.com Millennials face different financial challenges than previous generations as they set goals for saving for retirement, paying debt, and buying a home.

www.raymondjames.com

Renovate? Donate? Pay off debt? Tax season brings fresh possibilities.

raymondjames.com

raymondjames.com

Peck Bulgin

Check out our latest 5 Things blog!

https://www.raymondjames.com/peckbulgin/5-things-january-2019.htm

raymondjames.com The Fed and the US Economy “When Will The Fed Step In To Rescue Markets?” My partners and I often like to look back at the articles and prognostications that we have read to see in hindsight just how accurate or inaccurate these pieces ended up being. Just over two months ago, I posted the follo...

raymondjames.com

1-Minute Refresher: What Is the Yield Curve? [VIDEO]

What is the "yield curve" and what does the slope mean? Watch this video for a quick explanation from Senior Fixed Income Strategist Doug Drabik.

raymondjames.com Senior Fixed Income Strategist Doug Drabik clarifies what “yield curve” refers to and what it means if the curve inverts.

raymondjames.com

Peck Bulgin

Check out our latest 5 Things blog post! https://www.raymondjames.com/peckbulgin/5-things-december-2018.htm

raymondjames.com Financial Planning “Aging parents at the in-between stage: partially competent and partially not” Helping our clients have conversations with loved ones about the difficult process of aging has started to become quite common in our line of work. Understanding the various stages of dementia has b...

history.com

Thanksgiving History Facts and Trivia

What did they eat at the first Thanksgiving? Which president made Thanksgiving a national holiday? Get Thanksgiving trivia to share around the table.

history.com What did they eat at the first Thanksgiving? Which president made Thanksgiving a national holiday? Get Thanksgiving trivia to share around the table.

raymondjames.com

Peck Bulgin

Check out our latest 5 Things blog! https://www.raymondjames.com/peckbulgin/5-things-november-2018.htm

raymondjames.com Retirement Planning “Seven Year-End Retirement Planning Strategies” The end of the year is the time when some of the best financial decisions can be made surrounding tax and retirement planning. It is also the time of the year when the WORST decisions can be made. It’s sad to say we have seen ...

time.com

These Are the Best Books to Help You Pay Off Debt and Start Saving, According to Experts

Here are the best books full of tips for how to save money, get out of debt, and reach all your financial goals.

time.com Put these on your reading list now.

It's natural to be nervous when the markets head toward volatile territory. Keep a positive perspective. https://go.rjf.com/2A3Y9DI .

raymondjames.com

Peck Bulgin

Our latest '5 Things' blog post is live on our website! Link below.

http://www.raymondjames.com/peckbulgin/5-things-october-2018.htm

raymondjames.com We hope that you enjoy this month’s edition of our “5 Things” blog. In this edition, there is something for everyone. Whether you are trying to figure out where to retire, how to keep funding retirement or how to get rid of those student loans while working to fund retirement, it’s all there...

Last Call for our first annual Pre Holiday Party on October 4th! We will have food and drinks as well as a cooking demonstration and wine tasting. Stop by anytime between 5:30-8:00pm. More details on the invitation below!

We invite you to attend our first annual Pre Holiday Party on October 4th! We will have food and drinks as well as a cooking demonstration and wine tasting. Stop by anytime between 5:30-8:00pm. More details on the invitation below!

raymondjames.com

Peck Bulgin

Check out our first 5 Things blog! We hope you enjoy this new monthly piece!

http://www.raymondjames.com/peckbulgin/5-things-we-are-looking-at-right-now.htm

raymondjames.com Unfortunately, there is a lot of noise out there. We hear the noise on television, on our tablets and on our phones, we read it online or on our apps. We are exposed to a complete overload of information at a virtually nonstop pace. It’s an unfortunate irony that with both the advent of 24 hour ne...

marketwatch.com

10 life-defining lessons I learned from my grandparents

Don’t underestimate the impact you have on your grandchildren.

marketwatch.com Legacies are about people, not money.

Peck Bulgin Wealth Management of Raymond James

Peck Bulgin Wealth Management of Raymond James's cover photo

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Peck Bulgin Wealth Management

http://www.raymondjames.com/peckbulgin/mortgage-payoff.htm

The age old question...Should I pay off my home mortgage early? The age old answer...it depends.

raymondjames.com There are many reasons why people are compelled to pay off their primary mortgage early. Some of these reasons are good while some are not. I thought I would outline a few items to consider when making this decision from some of the conversations we have had with clients over the years.

raymondjames.com

Peck Bulgin Wealth Management

http://www.raymondjames.com/peckbulgin/mortgage-payoff.htm

The age old question...Should I pay off my home mortgage early? The age old answer...it depends.

raymondjames.com There are many reasons why people are compelled to pay off their primary mortgage early. Some of these reasons are good while some are not. I thought I would outline a few items to consider when making this decision from some of the conversations we have had with clients over the years.

The one certainty in planning?  Death

The one certainty in planning? Death

http://www.raymondjames.com/peckbulgin/one-certainty-in-planning.htm

The one certainty in planning? Death I hate to do this to you, but I have some seriously bad news...You're going to die.

The Four Non-Financial Risks to Eroding your Retir...

The Four Non-Financial Risks to Eroding your Retirement Nest Egg

http://www.raymondjames.com/peckbulgin/four-non-financial-risks-to-eroding-your-retirement.htm

The Four Non-Financial Risks to Eroding your Retir... Okay, so the four(4) might be a little misleading since it’s more like four "categories" of risks, but here they are anyways.

As we all know, there are plenty of things in the investment world that can negatively affect a successful retirement plan. For this specific discussion, we would like to fo...

Peck Bulgin

Peck Bulgin

Check out Jesse's recent blog on Jack Ma's take on US debt and let us know what you think!

http://www.raymondjames.com/peckbulgin/not-so-ancient-chinese-wisdom.htm

Peck Bulgin Call us — 904-348...

Peck Bulgin

Peck Bulgin

Check out Jesse's recent blog on Jack Ma's take on US debt and let us know what you think!

http://www.raymondjames.com/peckbulgin/not-so-ancient-chinese-wisdom.htm

Peck Bulgin Call us — 904-348...

Financial checklist if you or someone you know los...

Financial checklist if you or someone you know loses a spouse or loved one...

Written by Casey Bulgin, Vice President- Investments

http://www.raymondjames.com/peckbulgin/financial-checklist.htm

Financial checklist if you or someone you know los... Check out the latest from Peck Bulgin Wealth Management
of Raymond James

www.PeckBulgin.com

raymondjames.com

Peck Bulgin

Check out the latest blog written by Jesse Peck and let us know what you think!

http://www.raymondjames.com/peckbulgin/when-using-the-right-wrench-is-imperative.htm

raymondjames.com I’ll always remember when I attempted to use a Vice Grips to tighten a bolt. I can still hear my dad telling me to use the socket or the wrench, which was the right tool for the job. Being a kid, I of course had to object, proclaiming that the Vice Grips worked “just fine” and that it was “good enou...

Peck Bulgin

Peck Bulgin

Lets not forget the financial lessons of the '50's and '60's...

http://www.raymondjames.com/peckbulgin/lets-try-not-to-forget.htm

Peck Bulgin Call us — 904-348...

Peck Bulgin

Peck Bulgin

Lets not forget the financial lessons of the '50's and '60's...

http://www.raymondjames.com/peckbulgin/lets-try-not-to-forget.htm

Peck Bulgin Call us — 904-348...

Peck Bulgin

An article written by Casey Bulgin on how to title Joint Investment accounts

http://www.raymondjames.com/peckbulgin/what-are-the-common-types-of-joint-account-ownership.htm

raymondjames.com The decision to combine accounts with your spouse, or anyone for that matter, is the first hurdle. This is followed closely by the next decision, which is what TYPE of joint account to open. I will list below each of the common joint account ownership types along with the restrictions and intricacie...

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Raymond James financial advisors may only conduct business
with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentionedare available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

raymondjames.com

Peck Bulgin Wealth Management of Raymond James

Full service brokerage firm

Peck Bulgin Wealth Management of Raymond James's cover photo

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245 Riverside Ave, Ste 500
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