Skip to content
Waypoint WMG White LogoWaypoint WMG White Logo
  • Home
  • Our Team
    • Our Team
    • Brian Walsh
    • Andrew Torto
    • Mike Lucchesi
    • Hilary Kuster CFP®, CPWA®
    • Michael Di Silvio
    • Janet Lebo
    • Our Strategic Partners
      • Our Strategic Partners
      • Trevor Bennett
      • Michael Kosup
      • Dan Regner
      • Maxwell Most
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Foundations Endowments and Nonprofits
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Resources
    • Resources
    • Commentary and Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Waypoint Wealth Management Group
    1055 Franklin Ave Suite 200 Garden City, NY 11530 T: +1.516.916.5164 T: +1.516.916.5154 F: +1.516.274.4421
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Technology & Innovation
  • Media
    • Infographic
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Read
Read
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
Read
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Read
Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing

Are you ready? Let’s uncover the possibility of working together.

Waypoint WMG White LogoWaypoint WMG White Logo
  • 1055 Franklin Ave Suite 200 Garden City, NY 11530
  • +1.516.916.5164
  • +1.516.916.5154
  • +1.516.274.4421
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

Waypoint Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

© 2026 Raymond James Financial, Inc.