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    600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751 T: 412.742.4850 F: 412.742.4851
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December to deliver data, rate decision and more
11/26/2025
Raymond James Chief Investment Officer Larry Adam offers three things to keep an eye on in as we head into December.
Markets & Investing
The shareholders’ cut
What dividends communicate to the most important people in the conversation.
Markets & Investing
Read
Read
Don’t forget to pack your health insurance
Stay protected abroad, and save thousands, with travel medical insurance.
Family & Lifestyle
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
What the ‘One Big Beautiful Bill Act’ means for your business
The 2025 legislation has implications for businesses of all sizes.
Business Ownership
Read
Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
Read
Is organic worth the cost?

When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.

Family & Lifestyle
Read
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Milestone moment? Time to review your estate plan

From moving to marriage, these major life events warrant a check-in.

Estate & Giving
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity

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Shorebridge Wealth Management Shorebridge Wealth Management
  • 600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751
  • T: 412.742.4850
  • F: 412.742.4851
  • Map & Directions
  • Map & Directions

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