Resources

Putting the Power in Your Hands


Raymond James Home Office, St. Petersburg, FL

 

For Clients: Investor Access

Video Link: “Visualize Your Future”

News:

EVENT: ECONOMIC FORUM

Pat Cain Wealth Solutions, Inc. was pleased to be the sponsor for the 6th Annual Lake Wales Area Chamber of Commerce Economic Forum that took place on February 24, 2017 at Lake Ashton Country Club.

Lake Wales Chamber President and CEO, Kevin Kieft, provided updates on current economic development happening in the greater Lake Wales area which is impactful to our community and businesses.

Our keynote speaker was the acclaimed Jeff Saut, who provided his most current and insightful opinions on several topics.  Jeff is the Chief Investment Strategist and Managing Director of Equity Research for Raymond James (see his biography on the link further below).  A few topics Jeff covered were:

  • Politics and policy in Washington D.C.
  • His market outlook, short and long-term.
  • Specific investment themes.
  • The value of having a good advisor.

Pat Cain, Branch Manager, also spoke briefly and emphasized the importance of using a Financial Blueprint as the key to finding clarity in a complex and ever changing financial world.

*Raymond James Financial is not affiliated with the Lake Wales Area Chamber of Commerce.

 

Recent Noteworthy Reading

Investment Strategy, a weekly publication by Jeffrey Saut

Jeffrey Saut’s Biography

Client Newsletter, Fall 2016