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    • LINDSEY HANSEN, CFP®
    • THOMAS UDOVICH, CFP®
    • FRANK HUJSA, CFP®, CLU®
    • DAWNA M. DUCLAU, FPQP®
    • THE ACADIUM APPROACH
    • WHY WORK WITH A CFP
    • ABOUT RAYMOND JAMES
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Acadium_new_logo
[email protected]

Bonita Springs/Palm Beach Gardens/Stuart 877.604.6322

CLIENT LOGIN
  • HOME
  • ABOUT
    • LINDSEY HANSEN, CFP®
    • THOMAS UDOVICH, CFP®
    • FRANK HUJSA, CFP®, CLU®
    • DAWNA M. DUCLAU, FPQP®
    • THE ACADIUM APPROACH
    • WHY WORK WITH A CFP
    • ABOUT RAYMOND JAMES
  • RESOURCES
    • INSIGHT
    • ELEMENTS
  • CONNECT
  • NOW HIRING

The Dungeon: Cortisol and the Confirmation Bias

September 23, 2022 / Markets & Investing

Are you more discouraged and anxious than usual these days? Is your mood darker than normal? Does it feel like you are waiting …

The Dungeon: Cortisol and the Confirmation Bias Read More »

Year-End Tax Planning Worksheet

September 8, 2022 / Elements

Acadium Roundtable

August 30, 2022 / Acadium Insight

First episode of Acadium Financial Partners. Round table with Dawna Duclau (Planner) and joined by Frank, Thomas and Lindsey to discuss questions that …

Acadium Roundtable Read More »

2022 Midyear Client Letter

July 8, 2022 / Acadium Insight

As our readers are aware, this letter arrives during a bear market and likely an economic recession. This follows an extraordinarily strong and …

2022 Midyear Client Letter Read More »

A Plan For All Seasons Bright Days & Brighter Ideas

July 2, 2022 / Elements

Click here to view the pdf

2022 Annual Limits Relating To Financial Planning

June 25, 2022 / Elements, Tax Planning

RETIREMENT PLANS Elective deferrals 401(k), 403(b), 457, and SARSEPs$20,500Catch-up contribution $6,500 Defined contribution (§415(c)(1)(A))$61,000Defined benefit (§415(b)(1)(A)) $245,000SIMPLE plan$14,000SIMPLE catch-up contribution$3,000Maximum includible compensation Highly …

2022 Annual Limits Relating To Financial Planning Read More »

Thoughts on the Bear Market

June 23, 2022 / Acadium Insight

The primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s …

Thoughts on the Bear Market Read More »

Bulls, Bears, and Long-Term Benefits of Stock Investing

May 14, 2022 / Markets & Investing, Research

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times …

Bulls, Bears, and Long-Term Benefits of Stock Investing Read More »

Impact of Diversification

May 5, 2022 / Research

These portfolios illustrate the performance of different global stock/bond mixes and highlight the benefits of diversification. Mixes with larger allocations to stocks are …

Impact of Diversification Read More »

Acadium Elements

April 12, 2022 / Elements

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BONITA SPRINGS

27499 Riverview Ctr Blvd, Suite 108
Bonita Springs, FL 34134

MAPS AND DIRECTIONS

PALM BEACH GARDENS

3601 PGA Blvd, Suite 301
Palm Beach Gardens, FL 33410

MAPS AND DIRECTIONS

STUART

850 NW Federal Hwy Suite 160
Stuart FL 34994

MAPS AND DIRECTIONS

Raymond James financial advisers 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Acadium Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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