Craig Slater

Financial Advisor at North Atlantic Investment Partners. Husband, dad, coach, multi-sport athlete, friend, truth seeker. You can find me on LinkedIn as well.

[Craig Slater @cslaterRJ]

Amid headline noise, there were a few signals from Federal Reserve chair nominee Kevin Warsh's confirmation hearing that help clarify his guiding principles. Raymond James Chief Economist Eugenio J. Alemán shares perspective in Weekly Economics. https://t.co/sQ6maOadk8

[Craig Slater @cslaterRJ]

Equity markets have hit several milestones in recent weeks. Attention now turns to updates on the Iran conflict, economic data, earnings and the Federal Reserve. Chief Investment Officer Larry Adam explains what to watch in Weekly Headings. https://t.co/0StZEfvBIz

[Craig Slater @cslaterRJ]

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more: https://t.co/e74U59m6zm

[Craig Slater @cslaterRJ]

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting: https://t.co/Z5bicgriRv

[Craig Slater @cslaterRJ]

Guide to wills, trusts, and directives to help protect your family, assets, and future plans. https://t.co/sJ4hWV1TVO

[Craig Slater @cslaterRJ]

May your Easter be filled with hope, happiness and meaningful moments with those you cherish.

[Craig Slater @cslaterRJ]

May the spirit of Good Friday bring comfort and remind us of the strength found in grace.

[Craig Slater @cslaterRJ]

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. https://t.co/0DfEci6lZt

[Craig Slater @cslaterRJ]

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[Craig Slater @cslaterRJ]

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[Craig Slater @cslaterRJ]

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[Craig Slater @cslaterRJ]

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[Craig Slater @cslaterRJ]

As life evolves, your financial plan should evolve with it. See how a spring financial reset can help you stay organized, focused and better prepared for the year ahead. Learn more: https://t.co/2juQYitWD0

[Craig Slater @cslaterRJ]

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement: https://t.co/2gXD5apj5b

[Craig Slater @cslaterRJ]

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[Craig Slater @cslaterRJ]

The markets were resilient in 2025. With 2026 also likely to present challenges, Raymond James Chief Investment Officer Larry Adam previews his themes for the markets and economy. https://t.co/Q3T18AI3Vr

[Craig Slater @cslaterRJ]

Happy New Year to all!

[Craig Slater @cslaterRJ]

For many people, philanthropy helps embody values and strengthen legacies. Starting with a plan and a strong sense of purpose can help you support the causes you care about while giving your financial plan a boost. https://t.co/h0810JnFSg

[Craig Slater @cslaterRJ]

Wishing you peace, joy and togetherness this holiday season.

[Craig Slater @cslaterRJ]

Key person insurance can protect a business's revenues during the transition after a difficult loss. It can also bolster your business's retention strategies. https://t.co/URzjWqw0QK