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  • Duluth, MN - 8GD
    11 East Superior Street Suite 500 Duluth, MN 55802-2007 T: 218.336.2500 TF: 888.840.8299
    Map and Directions Map and Directions

Our quarterly insight into the markets

Our Insights

Our market reports and outlooks are compiled by us quarterly to keep you informed and up to date on the ever-evolving financial markets. Bookmark this page and visit each quarter for the latest letter.

Quarterly Investment Strategy

  • 2023 January
  • 2022 October
  • 2022 July
  • 2022 April
  • 2022 January
  • 2021 October
  • 2021 June
  • 2021 April
  • 2021 January
  • 2020 October
  • 2020 July
  • 2020 April
  • 2020 January
  • 2019 October
  • 2019 July
  • 2019 April
  • 2019 January
  • 2018 October
  • 2018 July

Financial Planning Insights

  • Volume 1 - 2023, SECURE Act 2.0, 2022 Bridging the Gap Race
  • Volume 2 - 2022, Actions to Consider When Markets are Down
  • Volume 1 - 2022, Account Documents, ESG, 529
  • Volume 2 - 2021, Digital Assets, Roths for Kids
  • Volume 1 - 2021, Year of 2020, HSA Strategies, Taxes
  • Volume 2 - 2020, Zoom, Stress Testing Plans, eSignature
  • Volume 1 - 2020, Live for Today, Enhanced Authentication, Future of Social Security
  • Volume 2 – 2019, Roth IRA Strategies, Account Aggregation
  • Volume 1 – 2019, Long-term Care, Beneficiaries
  • Volume 2 – 2018, Donor Advised Fund, Trusted Contact, Do I Need a Will?
  • Volume 1 – 2018, Tax Reform, Information Security
  • Volume 2 – 2016, Preparing Loved Ones & Medicare
  • Volume 1 – 2016, Trusts & Retirement Income

Financial Planning Checklist

  • Financial Planning Checklist

Other Resources

  • Zoom: Getting Started
  • Guide to Your Statement
  • Investor Access Tour
  • Market Volatility Webinar

Those who keep learning will keep rising in life.
Charlie Munger
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Ascential Wealth AdvisorsAscential Wealth Advisors
  • 11 East Superior Street Suite 500 Duluth, MN 55802-2007
  • T: 218.336.2500
  • TF: 888.840.8299
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly 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 applicable jurisdictions 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Ascential Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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