A wealth management practice based in Upper Arlington, OH. Disclaimer: https://teapaw.org/t.co/y1hfQEVVrC Logan + Reed Wealth Partners is Independent
Upper Arlington, OH
Joined June 2015
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We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.
The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning. raymondjamesconnect.com/tFOk…
Raymond James CIO Larry Adam reminds investors that market narratives tend to fluctuate dramatically, and to look at fundamentals in determining your economic and financial markets outlook. raymondjamesconnect.com/tqZg…
The busiest week of earnings season is about to get underway, with 166 companies representing 38% of the S&P 500 market cap reporting results. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tr8g…
Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. raymondjamesconnect.com/tlOt…
On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality and social equity. Raymond James offices and the market are closed Wednesday, June 19, in observance of Juneteenth.
Our office and the markets are closed Monday, May 27, in observance of Memorial Day. Please join us in remembering those who gave their lives in service to our country.
A tax-advantaged account offers certain tax benefits to encourage saving and investing for specific purposes, such as retirement, education or healthcare. Find out how to improve the tax-efficiency of your financial plan. raymondjamesconnect.com/tjxw…
When love is in the air, it's important that you help your clients maintain a level head. Here's what they should be considering for their estate plan before getting married. raymondjamesconnect.com/tS4e…
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500. raymondjamesconnect.com/t_6N…
The complexities of estate planning can seem daunting, but having your affairs in order is essential for protecting your goals and legacy. raymondjamesconnect.com/ti_U…
See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. raymondjamesconnect.com/tmi-…
Raymond James offices and the financial markets are closed Friday, March 29, in observance of Good Friday. Of course, you can access your account(s) anytime through Raymond James Client Access.
Explore how these "backdoor" strategies can help boost your savings. raymondjamesconnect.com/tzo-…
With social media being as prolific as it is, it's imperative for you and your family - especially young ones - to navigate safely. Here are a few ways you can protect your privacy on social media. raymondjamesconnect.com/tSbq…
Our office and the markets are closed Monday, February 19, in observance of Presidents Day. Of course, you can access your account(s) using Client Access anytime, year-round.
Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more: raymondjamesconnect.com/tHYV…
Pre-open gains in some mega-cap names have supported the broader market ahead of a busy week, including earnings results from some of the world's largest companies. Read more in the Morning Brew. raymondjamesconnect.com/tNux…
Delve into one of life's biggest questions in the latest WorthWhile magazine to help find purpose and contentment after retiring. Then read about topics including real estate rental income, IRA distributions, and how to give an inspired host gift. raymondjamesconnect.com/tlzP…
