Skip to content
knowles private wealth logoknowles private wealth logo
  • Home
  • About Us
    • About Us
    • Andy L. Knowles
    • Alex Guthrie
    • Haile W. Love
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Family Offices
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Alternative Investments
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Knowles Private Wealth
    109 Lyon St McMinnville, TN 37110 O: 931.474.8604 F: 931.474.2346
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
Read
Read
US equity leadership remains intact
8/14/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
US equity leadership remains intact
8/14/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Read
AI infrastructure spending puts free cash flow levels in focus
8/13/2026
AI spending is pressuring cash flow at major technology companies, bringing the sustainability of the sector’s momentum into focus
Markets & Investing
Read
Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Read
Selling your business to those who helped you build it

How an employee stock ownership plan offers a tax-advantaged path to succession

Business Ownership
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
Asking the right questions
8/10/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Businesses are not sharing the wealth with workers
8/7/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

The future at your fingertips

knowles private wealth logoknowles private wealth logo
  • 109 Lyon St McMinnville, TN 37110
  • O: 931.474.8604
  • F: 931.474.2346
  • 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. Knowles Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

© 2025 Raymond James Financial Services, Inc., member FINRA/SIPC | Raymond James Legal Disclosures (including Form CRS) | Privacy, Security & Account Protection | Terms of Use