Munn Gray & Associates
  • Home
  • About Us
    • Our Team
    • Why Work with a CFP®
  • Our Process
    • Comprehensive Financial Planning Process
    • Retirement Planning
    • Life Planning
  • Resources
    • Resources
    • Blogs
  • Contact Us
  • Client Access
Select Page

The Basics of The SECURE Act

by Munn Gray & Associates | Jul 20, 2020 | Financial Planning, News, Retirement

Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in...

Quarterly Insights – January 2020

by Munn Gray & Associates | Jan 14, 2020 | Articles of Interest, economy, News, Stock Market

The Best Performance in 6 Years Markets welcomed the positive resolution of several key macroeconomic unknowns in the fourth quarter, and that improved clarity sent the broader stock market higher over the past three months. The solid fourth quarter gains helped the...

New Highs in the Third Quarter (Despite More Volatility)

by kevink | Oct 7, 2019 | Articles of Interest, News, Stock Market

Markets in the third quarter of 2019 looked surprisingly similar to the second quarter as more U.S.-China trade war uncertainty and a lack of clarity on future interest rate policy caused a sharp increase in volatility in the middle of the quarter, but the S&P 500...

Download the Complimentary Guides Below

Retired and Confident: 6 Questions Toward Financial Security

Download

5 Steps to Plan for a Comfortable and Secure Retirement

Download

Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship

Download

Empty Nesters: Celebrating Your New Normal

Download

Recent Posts

  • Your financial Planning Checklist to End the Year Off Right!
  • Is Medicare Enough?
  • Pump Up Your Retirement Savings
  • Are You Eligible for Any of These College-Related Federal Tax Benefits?
  • Why are 529 College Savings Plans So Popular?

Let’s Start a Conversation

The thought of reaching the day when your working days are over should evoke joy, not fear or concern. We can provide the thorough planning and diligent preparation that can help ensure that you are not just looking toward the future – but looking forward to it.
Schedule a Discovery Meeting

Contact Us

Check the background of this investment professional on FINRA’s BrokerCheck

© 2023 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Policy

CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Munn Gray & Associates 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 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.