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    225 S. Monroe Avenue Suite 200 Green Bay, WI 54301 P: +1.920.432.5242 F: 920.432.0488
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May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Where did all the teen summer jobs go?
5/29/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Housing market 2026: frozen, not broken
5/22/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Watch Video
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving

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Financial Consulting ServicesFinancial Consulting Services
  • 225 S. Monroe Avenue Suite 200 Green Bay, WI 54301
  • P: +1.920.432.5242
  • F: 920.432.0488
  • Map & Directions
  • Map & Directions

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