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Trends

  • Trends

    How Boomers and Gen X Are Redefining Their Golden Years

    The retirement landscape is evolving, with one in three workers aged 50 and older either transitioning gradually into retirement or planning to do so. From financial considerations to lifestyle preferences, discover why Boomers and Gen X are choosing a different path to retirement than previous generations

    May 27, 2025
  • Trends

    Maximize Your Tax Saving – Essential Moves Before the Year-End Clock Strikes

    As the year draws to a close, it's time to make your final tax-saving moves. From managing RMDs to harvesting tax losses, our expert guide covers essential strategies to optimize your financial position before December 31. Don't miss out on these opportunities to reduce your tax burden and start the new year right.

    May 27, 2025
  • Trends

    Social Security in 2025 Key Updates and Future Outlook

    Social Security is evolving, with important changes coming in 2024. From a 3.2% COLA increase to new trust fund projections, these updates could significantly impact your retirement plans. Discover what these changes mean for your financial future and how to adapt your strategy accordingly.

    May 27, 2025
  • Trends

    The Impact of Airbnb on Housing, Inflation, and Renters in the U.S.

    The rise of short-term rental platforms like Airbnb is having a profound impact on the U.S. housing market, driving up both home and rental prices, and contributing to inflation.

    May 27, 2025
  • Trends

    10 Common Scams Targeting Retirees and How to Avoid Them

    As we age, the risk of falling victim to scams increases, particularly for retirees who may be targeted by fraudsters.

    May 27, 2025
  • Trends

    The Truth About Social Security’s Financial Health

    As we approach another election year, the future of Social Security becomes a hot topic of debate. Understand the challenges and potential solutions to ensure future retirees receive their benefits.

    May 27, 2025
  • Trends

    An Olympic Guide to Market Opportunities

    Inspired by the Paris Summer Olympics, Raymond James presents a creative approach to market analysis, comparing economic trends to Olympic events. From surfing the economic waves to navigating bond market dynamics and climbing the equity wall, the article offers unique insights into diverse investment opportunities.

    May 27, 2025
  • Trends

    Reevaluating Retirement Readiness Amid Financial Insecurity

    Amid growing concerns about financial security in retirement, a survey shows that 70% of employees doubt their ability to afford a comfortable retirement. This widespread anxiety underscores the inadequacy of current retirement savings plans.

    May 27, 2025
  • Trends

    Mid-Year Market & Investing Analysis

    In the latest market commentary from Raymond James, a surprisingly resilient economy in 2024 defies earlier recession forecasts.

    May 27, 2025
  • Trends

    Strategic Changes in Retirement Planning Post-Chevron

    The Supreme Court's reversal of the Chevron Doctrine significantly shifts the regulatory landscape for retirement plans, making compliance more complex. Financial advisors and plan sponsors must now adopt a proactive approach to navigate these changes and ensure the stability of retirement plan offerings.

    May 27, 2025
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