Lumen Wealth Group

The global pandemic was termed a black swan an event or occurrence that deviates beyond what is normally expected of a situation and extremely difficult to predict.

On the evening of Dec. 21, Congress passed a $900 billion stimulus package. Raymond James Washington Policy Analyst Ed Mills provides a run down of the deal details.

We're dependent on technology even more during our current circumstances, and this isn't likely to change as we approach our retirement years. Join an expert in this interactive, on-demand video to learn more:

We all woke up to a lot of uncertainty this morning, the sun rising over Lake Erie on my morning run helped with clarity and hope!

Strong corporate earnings, a partial rebound of the GDP, then, of course, more 2020. See our October recap of the market to see how it played out, why, and what else was going on:

Lumen Halloween Pumpkin Farm outing (though we were missing one member - Jeremy). Hope everyone still had a fun and enjoyable Halloween!!!

Though Halloween will look a little different this year, we hope you will still have a Spooktacular time.

What do Presidents Reagan and Obama have in common? The same favorable market conditions that whoever occupies the White House next January could share with them.

Coronavirus-related cyber scams are one of the latest ways cyber criminals are attempting to steal your money and information. Stay up to date on the common red-flags of these pandemic themed social engineering attempts.

Love and money can be complicated. Here's how to deal with finances before, during and if needed after marriage: https://go.rjf.com/348aJj9

Healthcare Policy Analyst Chris Meekins says that COVID-19 will remain an issue until we reach herd immunity or a vaccine that is widely used arrives. Find our more:

See the upsides to estate planning at an earlier age and adjusting as you go in this U.S. News & World Report article.

Though two days late, we still wanted to acknowledge that on Saturday - our very own Chris Campbell had a birthday. We are lucky to have you. You are a fantastic leader, incredibly kind and always put other's interests ahead of yours. Here's to 60 more!

Recently, I virtually attended Raymond James's Longevity Planning Summit, an opportunity to expand my knowledge on aging and the financial implications of longer retirements. Learn about these services and what longevity planning can mean for you: