Skip to content
Peoples Wealth Management LogoPeoples Wealth Management Logo
X
  • Home
  • About Us
    • About Us
    • Scott Wildman
    • Dana Kolbe
    • Bryan G Nill
    • Connie Higgins
    • David Larson
    • What Makes Us Different
    • About Raymond James
    • About Peoples State Bank
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Services
    • Services
    • Our Approach
    • Banking & Lending Solutions
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • Subscribe to our Insights
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Wausau WI - J1Y
    1905 Stewart Ave Wausau, WI 54401-5375 TF: 888.929.9902
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Economy
    • Investment Strategy
    • Retirement Planning
  • Media
    • Article
    • Commentary
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Start with “Why”: Building a bond portfolio that works for you
5/4/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Read
Work smarter, not longer
Practical ways to maximize your time
Business Ownership
The good of gratitude
Practicing daily gratitude can positively impact your health
Family & Lifestyle
Mid-year financial check-in
Five recommendations to keep you on track
Family & Lifestyle
Read
Active and passive investment strategies, explained
Understand the differences of active and passive strategies and determine which better suits your goals
Markets & Investing
Read
Strong fundamentals poised to offset oil price headwinds
5/1/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Wars, markets and economic growth
5/1/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
April review: Markets advance through global volatility
4/30/2026
April showed us just how sensitive markets can be to a small number of powerful forces: energy prices, inflation and geopolitical risk. 
Markets & Investing
Plan beyond the present
Your business deserves an “estate plan” that prepares it for whatever comes next
Business Ownership
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity

A breadth of services to serve a variety of needs

Connect with us
  • Peoples Wealth Management
  • 1905 Stewart Ave Wausau, WI 54401-5375
  • TF 888.929.9902
  • 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Peoples State Bank and Peoples Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use