Recent Articles

• November 6th, Donor Advised Fund Overview
• November 5th, Impact of Financial Crisis on Raymond James
• November 3rd, Withdrawing Your Retirement Income Wisely
• October 27th – Last 18 Months May Be Buffett's 'Most Successful' Period Ever
• October 20th - Warren Buffett's 'Buy American' - One Year Later
• October 15th - Retirement Savings: Choosing a Withdrawal Rate That Is Sustainable
• September 21st - The Power of Dividends in a Portfolio
• September 11th - Protecting Your Savings and Investments
• August 28th - Social Security: What Should You Do at Age 62?
• August 19th - Should You Pay Off Your Mortgage or Invest?
• August 12th – Death of a Family Member
• July 27th - Timing is Everything: When to Take Social Security
• July 7th, 2009 - Mid Year Economic Update Transcript
  
• July 6th, 2009 - Quarterly Market Update Podcast E&M Consulting
  
• July 2nd, 2009 - IBM Reinvents the 401(k)
  BusinessWeek - USA
• June 30th, 2009 - The Case Against 401(k) Automatic Enrollment
  U.S. News & World Report - Washington, DC, USA
• June 28th, 2009 - Picking the Right Target-Date Fund
  New York Times - United States
• June 11th, 2009 - Workers Sticking by 401(k) Plans, Study Says
  CFO.com Magazine - New York,NY,USA

Archived Articles

Raymond James Market View

• Investment Strategy by Jeffrey Saut
• Weekly Commentary by Dr. Scott Brown
• Weekly Technical Commentary

Newsletters

• Financial Journeys - Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
• Weekly Market Snapshot - Distributed every Friday, a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.
• Small Business Dimensions - Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.
• Successful Women - Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.