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.
Spotlight On Asset Management Available quarterly, this electronic newsletter includes timely articles on current topics to help you become more informed about issues impacting your finances. It is a great resource, and offers an overview of the many asset management benefits.
Weekly Market Snapshot Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.
Michael Gertsema President, Gertsema Wealth Services Wealth Advisor, Branch Manager and Registered Investment Advisor Representative, RJFS
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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 within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.