I serve as a Financial Advisor, CFP® professional, & family financial steward. Higher level plannin
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 wi
04/04/2023
Each quarter, Raymond James strategists come together to discuss what's happening in the markets and economy, their outlook the coming months and how unfolding developments may impact your portfolio. See their insights in Investment Strategy Quarterly.
Investment Strategy Quarterly: April 2023 www.raymondjames.com
02/17/2023
Along with the rewards of business ownership come risks – including risks to personal assets should action be brought against your business. Here are some asset protection strategies worth considering.
To mitigate risk, separate your personal and business assets www.raymondjames.com
02/14/2023
There are many different types of family trusts. Which is best for you? Learn about the most common trusts.
What Is A Family Trust, And How Do You Set One Up? www.forbes.com
05/11/2021
You've worked long and hard to build your estate. Make a plan today to protect your wishes and your wealth.
Don't Let Estate Blunders Get in the Way of Your Wishes www.raymondjames.com
04/26/2021
Estate planning can sometimes feel overwhelming, and those without children or close family members may be especially uncertain about where to begin. Consider these key decisions when creating your plan.
"No Kids" Shouldn't Mean "No Estate Plan" www.raymondjames.com
04/22/2021
What do near-zero interest rates mean for retirement planning and the economy? Explore these resources.
Rate expectations: The rise of a low-interest era - www.raymondjames.com www.raymondjames.com
04/22/2021
Putting off estate planning could cost you much more in the long run. Discover why business leaders in particular won't want to delay estate preparations.
Council Post: Why Business Leaders Shouldn't Avoid Estate Planning www.forbes.com
04/21/2021
Careful planning and income diversification can help keep you on track amidst a low interest rate environment.
Rate Changes Don't Have to Derail Your Retirement Plans www.raymondjames.com
04/20/2021
Set the record straight. Check out these seven common misconceptions regarding Social Security.
Social Security Myths and Misconceptions - www.raymondjames.com www.raymondjames.com
03/29/2021
Talking to family members about estate planning and legacies can be uncomfortable. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures.
Leaving Money to Your Kids? Consider These Inheritance Tips www.raymondjames.com
03/24/2021
A seamless succession plan, one carefully and thoughtfully devised well in advance, is essential to making sure your business enjoys continued success for generations to come.
03/23/2021
Chief Economist Scott Brown discusses current economic conditions.
Fed Policy Outlook: A Long Way from Tightening www.raymondjames.com