• Welcome to Point of View

    Retirement isn't the end – it's a whole new start. Plan life accordingly with these ideas for Planning Well, Investing Well and Living Well.

  • Tips for Tax Time

    As Tax Day approaches, brush up on some "need to knows" regarding your tax dollars including how to offset taxes, steps to take to ...
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  • Raymond James 2015 Outlook

    Hear from members of the Raymond James Investment Strategy Committee as they share their views on the markets, the economy and key ...
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  • Seven tips for empty nesters

    When children leave home, you may find extra resources to invest in yourself
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Five fundamentals every investor should know

Investment Strategy

Five fundamentals every investor should know

A financial plan is built on a few fundamental concepts...here are some to keep in mind
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Four ways interest rate hikes affect your finances

Economy

Four ways interest rate hikes affect your finances

Interest rates set by the Federal Reserve shape the economy and your portfolio
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The state of lower taxes

Taxes

The state of lower taxes

Sales, property, inheritance tax burdens can vary widely
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Five ways the jobs report impacts you and your money

Economy

Five ways the jobs report impacts you and your money

Why you need to understand this data and the effect it has on you
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Beyond cruise control

Lifestyle

Beyond cruise control

Innovative car features help keep retirees on the go, safely and comfortably
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Why right now may be the time to revisit your home loan

Economy

Why right now may be the time to revisit your home loan

Falling mortgage rates are good news for house hunters and homeowners
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Fixed income market commentary

Fixed Income

Fixed income market commentary

The Treasury market is trading once again higher this morning as investors see more and more reasons to buy bonds issued in the U.S.
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Fed policy outlook - in *retrograde?

Economy

Fed policy outlook - in *retrograde?

Read the March 23rd weekly economic commentary from Chief Economist Scott Brown
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Active vs. passive redux

Investment Strategy

Active vs. passive redux

Read the March 23rd weekly investment strategy commentary from Chief Investment Strategist Jeffrey Saut
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Later and slower

Fixed Income

Later and slower

If you’ve been out for spring break over the last week or two, you probably have noticed that US yields haven’t moved upward but instead continue ...
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