678.971.1337
When we meet with a prospective client for the first time we have, what we call the “Is there a Fit” agenda. Many of you have heard of this and many of you have seen this agenda. This is a way for the prospective client to interview us and a way for us to interview… Read More
Remember the Clinton years? One crisis blending into another from alleged stealing to sex on the couch; fun, wasn’t it? Yep, the President of the U.S.A. So here we are and it’s Trump’s turn. Is it the same, are the two men the same, are the issues the same? No. but, the music is, and… Read More
Moms all over Gainesville (including me) are trying to figure out the best summer camps for their children for over the summer. Some need half-day, some need full-day and some need overnight. Thankfully, Gainesville has several fun and educational camps. Below are the day camps I hear the most about from parents and kids: Quinlan… Read More
The Semiconductor Index (.SOX) broke out to a new high this week. If semiconductor stocks are moving higher, we feel it is a good sign that the broad markets will also, potentially, continue to move higher. So, we will be watching to see if the S&P can also break out and stay new highs. … Read More
It’s The Walter Mitty race at Road Atlanta – the 40th running. It is one of the major historic car races of the year and represents an opportunity to be around cars and people who have written many of racing’s greatest chapters. At the start, I do not focus on winning. In fact, the first… Read More
I have to admit as many plans as I’ve done and college tuition costs I’ve estimated college expenses scare me, so in my mind I’ve already set some boundaries for Gabby when she starts college, but am I being fair? My boundaries are: No out-of-state college unless there’s a substantial scholarship being offered I’m not… Read More
Headline News: U.S. stock futures were lower after President Trump announced bans on U.S. transactions with Chinese owners of messaging app WeChat and video sharting app Tiktok. The move is seen as an escalation of tension with China over the future of the global tech industry. However, the futures cut losses after the nonfarm payrolls… Read More
Headline News: U.S. stock futures are set to open higher after a surprise quarterly profit for Disney (DIS) has the stock higher by6.6% in pre-market trading. CVS Health Corp (CVS) raised its full-year profit forecast and was also higher by 3% to start the day. U.S. stock markets have benefited from better-than-expected corporate Q2 results… Read More
Headline News: U.S. stock futures are lower as tensions between the United States and China heated up once again. President Trump’s move to force China-owned Tiktok into a sale of its U.S operations caused a sharp rebuke from Beijing. So far, the friction between the two nations has been overshadowed by the Coronavirus, but an… Read More
Headline News: U.S. stock futures are higher to start the week despite lawmakers failing to agree on a coronavirus relief bill over the weekend. Also, Secretary of State Pompeo announced actions against a “broad array” fo Chinese-owned software deemed a threat in the coming days. President Trump did allow Microsoft (MSFT) and others to continue… Read More
Headline News: S&P 500 futures are higher after Apple (AAPL), Amazon (AMZN), Facebook (FB), and Alphabet (GOOG) all beat top and bottom-line estimates for Q2 earnings. The reports are offsetting the uncertainty surrounding the coronavirus relief bill negotiations in Washington. Also, consumer spending increased by 5.6% in June which was the second straight month of… Read More
Headline News: S&P 500 futures are lower after the U.S. economy contracted at the highest rate since the Great Depression. The second-quarter GDP report came in 32.9% lower, which was more than triple the previous all-time decline of 10% in 1958. The COVID-19 pandemic was to blame for consumer and business spending slowing and is… Read More
Headline News: U.S. stock futures are set to open higher ahead of the large tech antitrust hearing in Washington and the July FOMC policy statement later today. Amazon (AMZN), Apple (AAPL), Google (GOOG), and Facebook (FB) will testify before the house judiciary committee at 12:30 pm today. The Federal Reserve will release its policy directive… Read More
Headline News: U.S. stock futures were lower to start the day after several weak earnings reports from large blue-chip companies. 3M (MMM) missed estimates for quarterly profit and revenue, and the stock was down 3% pre-market. McDonald’s (MCD) was down 2% after the company announced revenue fell 30%. Investors were also evaluating a coronavirus relief… Read More
Headline News: U.S. stock futures are higher to start the week on hopes of the Republican coronavirus relief bill out of Washington. The bill is said to be $1 trillion and will be released today at 4:30 pm. Meanwhile, gold moved to an all-time high, due to increased U.S. and China tensions, and global markets… Read More
We have some exciting news to share with you. We’ve changed the name of our firm to Windsor Wealth Planners & Strategists. Most importantly, the name change does not alter our relationship with Raymond James, nor does it represent a change in ownership: Christina, John, and Carlos are the partners and owners of our firm.… Read More
Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly 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 application jurisdications that are not addressed on this site. Contact your local Raymond James 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.
