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  • Fran Lane and Jeff Sloan
    300 Conshohocken State Rd Ste 400 Conshohocken, PA 19428 O: +1.215.854.1520 F: +1.267.519.1510
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Fran Lane and Jeffrey Sloan

Raymond James, Alex. BrownRaymond James, Alex. Brown
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Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Social Security 2027 cost-of-living adjustment: what it may mean for your retirement plan
The 2027 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Read
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The return of income: bonds reclaim their role
10/19/2026
James Camp, co-head of Eagle Income, and Alexandria White, investment strategist at Eagle Income, explore how higher yields have restored bonds as a meaningful source of income and portfolio diversification.
Markets and Investing
Give your Medicare coverage an annual checkup
With annual enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
A new industrial revolution?
10/14/2026
Raymond James Washington Policy Analyst Ed Mills examines the tool kit that is reshaping industries and driving the next wave of economic transformation.
Economy and Policy
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Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Read
Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
Read
Midterm elections: Potential political shifts and market volatility
10/8/2026
A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.
Markets & Investing
Cautiously seeking connection: Tips to keep safe while cultivating community online
A few simple precautions can help keep you and your info better protected as you navigate friends, followers, connections and more online
Technology & Innovation
AI could mean big things for small businesses
If you’re considering the role AI could play in your small business, take a minute to explore the opportunities and potential obstacles.
Technology & Innovation
Protecting the prodigies: Tips to help the children in your life stay cyber-safe
Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected.
Technology & Innovation
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Fran Lane and Jeffrey Sloan

Raymond James, Alex. BrownRaymond James, Alex. Brown
  • 300 Conshohocken State Rd Ste 400 Conshohocken, PA 19428
  • O +1.215.854.1520
  • F +1.267.519.1510
  • Map & Directions
  • Map & Directions

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