Skip to content
Logologo
  • Home
  • Our Team
    • Our Team
    • V. Paul Lisanke, CAIA
    • Russell Bartlett III
    • Taylor Smith, CFP®
    • Tessa Bonatakis
    • Liz Ochoa, J.D, LL. M
    • William Seugling, CFA
    • Why Work with a Private Wealth Advisor?
    • About Alex. Brown
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Family Offices
  • Private Wealth Services
    • Private Wealth Services
    • Sophisticated Solutions
    • Alternative Investments
    • Banking and Lending Solutions
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Strategies
    • Monetization Services
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Lisanke Bartlett Group
    1 International Pl Ste 2810 Boston, MA 02110-2636 T: 857.504.7221 F: 617.830.4922 TF: 800.572.0067
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing
Read
Read
S&P 500 tallies double-digit gains in 2025
1/5/2026
The S&P 500 tallied double-digit gains for the third consecutive year and hit 38 new record highs in 2025.
Markets & Investing
January 2026 Investment Strategy Quarterly
1/5/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Keep on giving
Prioritizing philanthropy in retirement starts with strategy.
Estate & Giving
Read
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Read
Giving is a family affair
How to inspire charitable values for years to come.
Estate & Giving
Read
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Family & Lifestyle
Technical refinancing
Explore a home buying strategy designed to give you liquidity now and flexibility later.
Family & Lifestyle
The grandparent effect
Exploring the practical and emotional influence on your life.
Family & Lifestyle
Volunteerism rebounds
Big and small ways Americans are making a difference.
Estate & Giving
envelope

The future at your fingertips

LogoLogo
  • Lisanke Bartlett Group: 1 International Pl Ste 2810 Boston, MA 02110-2636
  • T: 857.504.7221
  • F: 617.830.4922
  • TF: 800.572.0067
  • Map & Directions
  • Map & Directions

Alex. Brown Institutional Consultants 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 our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use