Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
Is organic worth the cost?
When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.
Family & Lifestyle
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Milestone moment? Time to review your estate plan
From moving to marriage, these major life events warrant a check-in.
Estate & Giving
2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
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
The impact of donating appreciated stock
Giving appreciated stock can be a gift for both you and your favorite charity.
Estate & Giving
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Markets continue upward march in October
11/3/2025
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Markets & Investing
