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Education

Paving the Road to Higher Education

July 20, 2017

Know which paths to take to combat rising college costs.

Investment Strategy

Leon Tuey

July 17, 2017

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

Economy

A Steady Monetary Policy Course, for Now

July 17, 2017

Read the weekly economic commentary from Chief Economist Scott Brown.

Retirement

Planning for Medicare [VIDEO]

July 12, 2017

Kevin McGarry, Director for Nationwide Retirement Institute, discusses how Medicare can impact your overall retirement plan.

Lifestyle

Should You Consider a Pet Trust?

July 11, 2017

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

Investment Strategy

Picture This!

July 10, 2017

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

Retirement

Are You Ready for an Encore Career?

July 7, 2017

More and more Americans are going back to work or volunteering after retirement.

Technology

The Byte-Sized Economy

July 5, 2017

Andrew Adams, CMT, Senior Research Associate, Equity Research, discusses how the increasing connectedness of data and technology are shaping our economy.

Market Updates

Equities Continue Run in Second Quarter

July 5, 2017

Equity markets around the world continued to climb in June, supported by increased earnings.

Lifestyle

Retirement Reinvented

June 27, 2017

Today’s retirees spend their time and money on not-so-traditional pursuits.

Lifestyle

Nine Tips to Live Beyond 100

June 22, 2017

These nine commonalities may lead to a longer, healthier and happier life right where you are.

Market Updates

A Look at What's Ahead [VIDEO]

June 15, 2017

Chief Economist Dr. Scott Brown, Chief Portfolio Strategist Nick Lacy and Chief Investment Strategist Jeff Saut provide their in-depth views on the current and future state of the market and economy.

Economy

U.K. Election May-hem

June 9, 2017

The election resulted in a hung parliament, with Theresa May losing the majority she'd hoped to strengthen. European Strategist Chris Bailey discusses implications for investors and upcoming Brexit negotiations.

Investment Strategy

The Path to Your Financial Future [INFOGRAPHIC]

June 6, 2017

Understanding each type of investor may lend clarity to periodic market volatility.

Family

Achieving a Better Life Experience

May 31, 2017

An introduction to the ABLE Act of 2014 and ABLE accounts – how they work and why they're important.

Investment Strategy

Defining Asset Allocation [VIDEO]

May 30, 2017

Nick Lacy, Chief Portfolio Strategist, Asset Management Services, discusses the firm’s various asset allocation models and how they’re used.

Market Updates

Equities Maintain Bullish Tone

May 24, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses markets' reactions to recent negative headlines.

Lifestyle

Small Steps to a Better You

May 16, 2017

Small investments in your physical and mental health may really pay off.

Giving

Be the Change

May 11, 2017

Nonprofits benefit when you invest your time and talent.

Education

Smart Saving with 529s [INFOGRAPHIC]

May 9, 2017

A college education can be the gift of a lifetime.

Retirement

Retirement Choices Go Global [INFOGRAPHIC]

May 4, 2017

If retiring in an exotic locale appeals to you, you’re in luck, because the options for retiring abroad are expanding.

Market Updates

Stocks End April in the Green

May 1, 2017

Although GDP growth has slowed, all three major U.S. stock indices finished April in positive territory.

Retirement

Diversify Your Retirement Income

April 27, 2017

Branching out allows your savings to weather different seasons.

Fixed Income

Opportunities in the Bond Market [VIDEO]

April 19, 2017

Nick Goetze, Managing Director, Fixed Income Services discusses current influences on and opportunities within the bond market.

Market Updates

A Balance of Factors: Market Updates [VIDEO]

April 12, 2017

Chief Investment Strategist Jeff Saut and Chief Economist Scott Brown discuss different factors affecting the future of the economy.

Investment Strategy

Earnings Growth Drives Equity Opportunities [VIDEO]

April 11, 2017

Jeff Saut, Chief Investment Strategist, discusses current equity market conditions and opportunities for investors.

Market Updates

Stocks Rally for First Quarter

April 3, 2017

Domestic equity indices marked their sixth consecutive quarter of gains, while investor focus both at home and abroad remains on political events.

Investment Strategy

Positive Investor Sentiment Amid Political Uncertainty

April 3, 2017

The Raymond James Investment Strategy Committee discusses current market trends, economic conditions, and political influences for investors to consider.

Education

The Surprising Gift of 529 Plans

March 31, 2017

Not only can giving the gift of education help others, but it can help reduce your tax impact and benefit your overall estate.

Housing

Rise of the Senior Move Manager

March 28, 2017

More people are discovering a relatively new industry that helps retirees downsize.

Retirement

Medicare Resources

March 27, 2017

Rising healthcare costs are a primary concern of retiring investors. Learn more about your Medicare options with these informational resources.

Investment Strategy

Six Myths About Sustainable Investing

March 23, 2017

While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.

Goal Planning

Time to Check Off Your Midyear To-Do's

March 21, 2017

'Tis the season to spring clean your finances, review your progress thus far and address any outstanding to-do's.

Economy

Increasing Pace of Increasing Rates [VIDEO]

March 16, 2017

Chief Economist Scott Brown comments on the Federal Open Market Committee’s newest rate rise and its implications for investors and the economy.

Family

Generational Disconnect [INFOGRAPHIC]

March 14, 2017

Moving out of the house, graduating from college or landing a full-time job doesn't always mean achieving permanent independence. These statistics explore attitudes around adult children moving back in with their parents.

Retirement

The Twists and Turns of Social Security

March 8, 2017

This all-important retirement income source is tricky, especially around times of transition.

Family

Alzheimer’s and Dementia Resources

March 6, 2017

Dementia and Alzheimer’s can be physically and emotionally tolling for everyone involved. Review the resources below to learn more about how you can detect early signs or cope with caregiver stress.

Taxes

Strategies for Paying an Unexpected Tax Bill

March 1, 2017

If you're surprised by a tax bill, consider ways to pay without interrupting your financial plan.

Market Updates

U.S. Stocks Mark New Highs in February

February 28, 2017

Investors appear relatively optimistic about proposed infrastructure spending, strong earnings and positive economic data.

Taxes

Tax Season Resources

February 27, 2017

Consider these strategies and insights for making the most out of the current tax season.

Taxes

Planning for Proposed Tax Changes

February 24, 2017

The new administration has proposed reform that may potentially impact individual income taxes, transfer taxes, and business income taxes.

Taxes

Mitigating the Medicare Surtax

February 23, 2017

Smart strategies can help high-income earners reduce their Medicare taxes and overall tax bill.

Taxes

Double-Check Before Filing Your IRS Return

February 20, 2017

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties.

Business Owners

Invest in Your Business with a 401(k)

February 14, 2017

Having a solid savings plan is crucial to both your and your employees' well-being and long-term happiness.

Retirement

Retirement Readiness Takes Getting in Step

February 14, 2017

Many couples don't agree on when, where or how they're going to retire.

Taxes

Ready, Set, Tax Break

February 14, 2017

Prepare to take advantage of tax opportunities for business owners in 2017.

Retirement

Risk Management Demystified

February 10, 2017

Find the right mix of insurance coverage to live with confidence.

Lifestyle

Live Longer, Live Better

February 6, 2017

Three little questions can have big implications on your quality of life in retirement.

Retirement

Five Key Retirement Questions

February 6, 2017

Beyond asking where you see yourself and even what your lifelong goals are, effective retirement and longevity planning begs some very big questions.

Retirement

Retirement Readiness by the Decades

February 1, 2017

Whether you're in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.

Market Updates

Market Tone Likely to Remain Positive in Short Term

January 26, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent equity rally and current market technicals.

Business Owners

Primed to Sell [INFOGRAPHIC]

January 24, 2017

Consider this calendar of best practices to help ensure your business is primed and ready to sell.

Estate

It's Time to Review Your Estate Planning Basics

January 18, 2017

Beginners and billionaires alike should refresh their knowledge of these basic estate planning terms and concepts.

Investment Strategy

Raymond James 2017 Outlook

January 17, 2017

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Investment Strategy

2017 Outlook: Opportunity and Uncertainty

January 4, 2017

The Raymond James Investment Strategy Committee weighs in on market trends, economic conditions and the outlook for investors in 2017.

Estate

How to Build a Winning Financial Team

December 28, 2016

Engaging a well-rounded team of professionals and loved ones is essential to making sure that your financial and estate planning bases are covered.

Giving

Generosity Within Limits

December 22, 2016

Make the most of your giving nature with this quick tax refresher.

Technology

Cutting the Cable [INFOGRAPHIC]

December 15, 2016

Learn how the television industry is affected by consumers having dozens of convenient and inexpensive options to view their favorite shows and movies.

Retirement

12 Resolutions for 2017

December 9, 2016

Start the new year right by reviewing and revamping your financial plan.

Retirement

Navigating Medicare [INFOGRAPHIC]

December 6, 2016

Review this roadmap to help you navigate through the Medicare enrollment process.

Market Updates

Italian Markets Positive Despite Referendum Result

December 5, 2016

Chris Bailey, European Strategist, discusses market reactions to the electoral defeat of Italy's Prime Minister Renzi.

Market Updates

Patience Pays Dividends

November 30, 2016

Positive domestic equity returns, strong holiday sales, and high consumer confidence suggest the economy is on track for moderate growth next year.

Market Updates

Technicals Suggest Positive Market Environment

November 23, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, comments on the recent equity rally and market conditions moving into 2017.

Estate

Preserving Family Wealth

November 21, 2016

Help your family maintain its financial strength from one generation to the next.

Estate

Estate Planning for Low and High Rates

November 15, 2016

Learn more about different estate planning vehicles and how they can help you take advantage of low and high interest rate environments.

Lifestyle

Why Holiday Shopping Begins in Summer

November 11, 2016

Discover the reasons retailers start the holidays sooner and how those decisions impact store operations.

Business Owners

Are You Board-Ready?

November 10, 2016

Overseeing a nonprofit is an honor that comes with potential liabilities.

Business Owners

Making a Life, Not Just a Living

November 10, 2016

Find a better balance with focus, the right team and rest.

Market Updates

Market Expectations – Election Response [VIDEO]

November 10, 2016

Chief Portfolio Strategist Nick Lacy comments on the results of the election and its possible effects on the markets.

Taxes

Five Year-End Tax Strategies in a Volatile Market

November 9, 2016

From tax-loss harvesting to Roth conversions, these end of year moves can provide a boost to your plan.

Investment Strategy

A Historic View of Volatility

November 9, 2016

With the markets reacting to the election results, consider a broader historical perspective before changing your financial course.

Market Updates

Key Takeaways from the Election

November 9, 2016

Nick Lacy, Chief Portfolio Strategist, weighs in on the presidential election results.

Economy

Market Outlook – Election Response [VIDEO]

November 9, 2016

Chief Economist Scott Brown comments on the results of the election and the outlook for the economy.

Lifestyle

Five Wise Ways to Spend Your Extra Hour

November 2, 2016

As the sun sets on daylight saving time, don’t lose sleep over your financial future.

Retirement

Make This Year’s Contributions Count

October 31, 2016

Contributing as much as you can as early as possible allows those assets more time to grow and compound.

Retirement

Retiree in Training

October 26, 2016

Practice makes perfect when it comes to retirement.

Estate

How Much or How Little the Kids Inherit

October 25, 2016

How to have a valuable family conversation about your estate.

Market Updates

Market Weakness May Provide Investor Opportunity

October 20, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses how current economic conditions may support a bullish bias for equities.

Taxes

2016 Year-End Tax Planning

October 18, 2016

There are a number of important tax and financial planning moves that can help prepare you for the upcoming tax season and better align your portfolio with your short- and long-term goals. Be sure to consult your financial advisor and tax professional.

Retirement

Social Security Increases Benefits by 0.3% for 2017

October 18, 2016

More than 65 million Americans will see the 0.3% increase in their payments beginning in January of 2017.

Giving

The Tradition of Charitable Giving

October 17, 2016

As 2016 wanes, consider the many ways charitable giving can brighten a holiday season.

Women Investors

Women Investors

October 10, 2016

Investment Strategy

October 2016 Investment Strategy Quarterly

October 3, 2016

Read the Raymond James Investment Strategy Committee views on the investment environment in the latest Investment Strategy Quarterly.

Taxes

Check this List – Twice – Before Year-End

September 26, 2016

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.

Retirement

Comparing Your Medicare Coverage Options

September 20, 2016

When it comes to health insurance after age 65, you’ve got options. Let us help you choose a healthcare policy that's right for you.

Housing

Home, Green Home

September 15, 2016

A look at the latest ways to reduce dependence on the grid and what types of savings they bring.

Retirement

Planning for Social Security [VIDEO]

September 15, 2016

Kevin McGarry of Nationwide Retirement Institute answers your top Social Security questions.

Investment Strategy

Sustainable Investing is More than Financial Growth

September 7, 2016

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy for investors.

Investment Strategy

REITs - The New GICS Sector

September 1, 2016

Learn more from Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, about the impact of the Real Estate Investment Trusts (REITs) becoming a standalone sector of the S&P 500.

Retirement

Social Security Myths and Misconceptions

August 19, 2016

What you don't know and what you can do about it.

Retirement

Four Smart Withdrawal Strategies

August 15, 2016

Consider the options for tapping into your retirement savings.

Business Owners

Ready or Not - What to do When it is Time to Sell

August 11, 2016

Don’t let sudden wealth from selling your business take you by surprise.

Business Owners

“Smart” Debt can Help Build your Business

August 10, 2016

Borrowing can be harmful, but the key to success is understanding how to use debt wisely.

Business Owners

Virtual Moats Proactively Protect your Assets

August 9, 2016

Owning a business can have great rewards, but also great risk. Learn more about how to protect those rewards.

Housing

Declutter Your Retirement

July 20, 2016

Downsizing and minimizing clutter can be liberating when you make more room for your future.

Estate

Eight Estate Planning Essentials

July 19, 2016

As more and more baby boomers edge toward retirement, they’ll start thinking about what happens next and how to prepare.

Retirement

Planning to Claim Social Security?

June 29, 2016

As you prepare yourself for Social Security, be sure to ask yourself these questions.

Retirement

Your Retirement Plan B

June 22, 2016

Take the time to design an alternative retirement plan should retirement come earlier than expected.

Retirement

Shifting from Saving to Spending

June 7, 2016

After years of saving and investing, you now need different strategies to generate retirement income.

Retirement

Is a Financial Plan Enough?

May 18, 2016

Maintaining quality of life throughout increasingly long retirements brings a new set of challenges.

Family

Creating the Financial Plan for Those with Dementia

May 17, 2016

To help guide you through the process, researchers at the Massachusetts Institute of Technology (MIT) AgeLab developed a five-topic framework to discuss financial planning and Alzheimer’s disease.

Education

A 529 Plan Primer

May 11, 2016

Let’s take a look at how this educational savings tool can help you cover expenses for higher learning while lowering your taxes.

Women Investors

Six Questions to Help Couples Get on the Same Page

May 4, 2016

Talking through some big decisions will help you and your partner get on the same page before retirement.

Estate

Looking After Your Modern Legacy

April 25, 2016

What you pass on can include digital assets and hard-earned wisdom.

Family

Five Alzheimer's Myths Busted [INFOGRAPHIC]

April 18, 2016

There are many theories about Alzheimer's. Learn which ones are busted in this infographic.

Retirement

Celebrate Financial Literacy Month During April

March 29, 2016

Celebrate Financial Literacy Month by brushing up on some of the fundamentals behind sound financial planning.

Lifestyle

Up and Down: Ins and Outs of Airline Pricing

March 23, 2016

The next time travel planning takes you skyward, remember these common reasons why the price of a single flight may change from one day to the next.

Retirement

Beware of Costly Surprises in Retirement

March 18, 2016

Planning ahead can help you get the jump on some of these surprise costs.

Family

10 Early Signs of Alzheimer’s

March 14, 2016

Early detection of Alzheimer’s disease and other dementias is vital to helping protect the financial future of those affected and their families.

Women Investors

Rise of the Female Breadwinner

March 2, 2016

More women have become economic forces within the modern workplace.

Fixed Income

The Benefits of Premium Bonds [VIDEO]

February 16, 2016

Managing Director Nick Goetze discusses what investors should know about premium bonds and their potential benefits.

Taxes

When Uncle Sam Owes You

January 24, 2016

A tax refund may feel like a bonus, but breaking even is better. If you end up with a refund, you may want to reconsider how much you’re withholding from your paycheck.

Goal Planning

Visualize Your Future

January 19, 2016

No matter where you are in life, you have probably thought about what you might like to do with your future. Achieving your vision for the future requires planning.

Goal Planning

Finding the Right Balance in Your Financial Plan

January 13, 2016

While your financial attention may be pulled in multiple directions, you need to learn to make the most of life’s financial tradeoffs.

Retirement

Seven Steps to Smarter Saving

January 3, 2016

Important ways to save in 2016 and beyond.

Investment Strategy

What Job Growth Means to You and the Economy

December 8, 2015

When more people enter the workforce, the job market grows and everyone wins. Here are six reasons why.

Retirement

Seven Key Reasons to Consider a Roth IRA

November 17, 2015

Roth IRAs provide a tax-advantaged haven for retirement savings, along with a number of other compelling benefits.

Taxes

It's What You Keep that Counts

October 6, 2015

To counter or reduce the overall impact of taxes, it’s important to evaluate your income sources.

Retirement

Do Risk and Retirement Mix?

September 24, 2015

Adding more stocks to your income plan may help offset low interest rates and inflation.

Lifestyle

The Perks of Retiring in a College Town

September 1, 2015

Retirees find college towns support an active, interesting and enriching lifestyle.

Investment Strategy

Six Things to Know to Weather a Market Downturn

August 24, 2015

It’s natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.

Family

Three's Not Always a Crowd

August 5, 2015

With the rise of the sandwich generation comes the rise of the multigenerational home.

Family

When 'I do' Turns into 'I don't agree'

July 29, 2015

Compromise is essential when it comes to taking on risk in a couple's portfolio.

Retirement

Your Financial Future, One Stage at a Time

June 24, 2015

Planning for retirement is a big undertaking. Fortunately you don't have to build your financial future all at once.

Lifestyle

Why Recycling Could Now Be Bad for Business

June 17, 2015

Recent market conditions have hurt the recycling industry and reduced its profitability. Will recycling programs continue if they’re in the red?

Retirement

The New Pace of Retirement

June 8, 2015

Today's seniors are working more than ever before and transforming the workforce in the process.

Travel

Overwhelmed and Overseas

May 27, 2015

Travel abroad can turn up delightful surprises, but what if you’re faced with a crisis?

Lifestyle

You Can't Put a Price on Puppy Love

May 15, 2015

Pets have wiggled their way into our hearts and homes for years, but do you know the impact they are having on your wallet?

Education

Financing Higher Education

April 29, 2015

The burden of college costs often becomes a major family concern as the costs of higher education have risen over the past decade.

Investment Strategy

Five Fundamentals Every Investor Should Know

March 26, 2015

A financial plan is built on a few fundamental concepts...here are some to keep in mind .

Investment Strategy

ABC's of Bond Ratings

March 23, 2015

Investors considering lower rated bonds may find higher yields – along with higher risks.

Estate

Tips for Estate Planning

December 29, 2014

Shavarne Dahlquist, fiduciary consultant, Raymond James Trust, encourages clients to think about estate planning as a lifetime process rather than only end-of-life planning, and provides helpful tips on how to make the process both constructive and rewarding for all involved.

Family

Seven Tips for Empty Nesters

December 1, 2014

When children leave home, you may find extra resources to invest in yourself.

Life Events

Seeking a Lifestyle Change

December 1, 2014

New stay at home parents should think through some key decisions.

Retirement

Four Benefit-Maximizing Tips for Married Couples

November 20, 2014

To stay in step, think about differences in life expectancies, health.

Goal Planning

You Can't Have It All

November 20, 2014

Staying focused on what matters most can help you plan and prioritize.

Family

Fill in the Gaps in your Child's Financial Education

November 20, 2014

Lessons to help college kids become financially responsible adults.

Life Events

Would Your Financial Plan Survive You?

November 19, 2014

One of the realities of married life is that one spouse is usually more focused on the couple’s financial and retirement planning than the other.

Estate

Family Love Letters

November 19, 2014

Convey your values, beliefs, wisdom to those who survive you.

Giving

Where is the Money Really Going?

November 19, 2014

When "a portion of the proceeds go to charity," how much is that - and does the charity know?

Family

Talking About Death Doesn’t Have to be Hush-Hush

November 18, 2014

Discussing your hopes, fears and wishes can bring you and your adult children closer.

Travel

Adventures Abroad

November 18, 2014

What it takes to live overseas as an American citizen.

Technology

Death of the Password?

November 18, 2014

They call it password fatigue - the dozens of secret codes we must remember to access our accounts overwhelm us, so we reuse them or write them down.

Retirement

Deciding When to Take Social Security

November 18, 2014

As the saying goes, “timing is everything.” This even applies to when you decide to take your Social Security retirement benefits.

Giving

Giving Feels Good...For Several Reasons

November 4, 2014

Charitable giving can reduce your tax burden and also provide a sense of satisfaction by benefiting your favorite causes.

Economy

A Focus on Earnings and Technology [VIDEO]

July 17, 2017

Andrew Adams, CMT, Senior Research Associate, Equity Research, discusses how advancements in technology affect the future of the economy.

Fixed Income

Anchors

July 17, 2017

Read the weekly bond market commentary from Drew O’Neil.

Investment Strategy

Portfolios with a Purpose [VIDEO]

July 13, 2017

Mutual Fund Analyst Christine Sinicrope discusses the key characteristics and recent evolution of sustainable investing.

Investment Strategy

Sustainable Investing Resources

July 11, 2017

Learn how to make a positive impact on society and the environment while potentially improving the risk and return characteristics of your portfolio.

Economy

Good, But Not Too Good

July 10, 2017

Read the weekly economic commentary from Chief Economist Scott Brown.

Fixed Income

Remain Invested

July 10, 2017

Read the weekly bond market commentary from Doug Drabik.

Investment Strategy

July 2017 Investment Strategy Quarterly

July 5, 2017

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Investment Strategy

Global Opportunities and Potential Pullbacks

July 5, 2017

The Raymond James Investment Strategy Committee discusses current market trends, economic conditions, and international influences for investors to consider.

Market Updates

Equities Remain on Healthy Footing

June 27, 2017

As June draws to a close, Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses earnings growth and current valuation levels.

Goal Planning

Set New Goals in Summer

June 27, 2017

With several financial deadlines behind you, take time this summer to review your progress, set new goals and tie up loose ends.

Economy

The Rise and Fall of Manufacturing Jobs [VIDEO]

June 15, 2017

Explore why changing demographics mean there won’t be a manufacturing renaissance, and learn where job growth is shifting.

Lifestyle

Fighting Financial Fraud [INFOGRAPHIC]

June 14, 2017

Don't fall prey to common swindles.

Retirement

Don't Let "Sequence of Returns" Risk Ruin Your Plans

June 7, 2017

Consider protective strategies well before you retire.

Economy

U.S. Exit from Paris Agreement Changes Very Little

June 2, 2017

Pavel Molchanov, Senior Vice President and Energy Analyst, comments on the United States' announced withdrawal from the climate change agreement.

Market Updates

Domestic Equities Trend Upward in May

May 31, 2017

The three major domestic stock indexes continued to climb in May, extending the trend seen since the November U.S. presidential election.

Education

Investing in Potential

May 24, 2017

529 education savings plans are more versatile than you may think.

Family

Choosing the Trustee for a Special Needs Trust

May 23, 2017

When selecting who should take on this important role, there are several factors you should consider.

Business Owners

Selecting an IRA to Benefit Your Business

May 15, 2017

A sponsored IRA might be just the thing to help your staff save for retirement.

Retirement

Tune In to Levels of Control

May 10, 2017

Know what you can tweak to find your ultimate retirement income mix.

Economy

French Presidential Election Results

May 8, 2017

Chris Bailey, European Strategist, discusses centrist Emmanuel Macron's election victory over populist Marine Le Pen.

Estate

Modern Family Estate Dilemmas

May 3, 2017

Modern families may confront a few extra challenges when planning their estate.

Market Updates

Healthy Consolidation and Elevated Volatility

April 28, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent equity pullback and increasingly cautious investor sentiment.

Family

Nurturing Moneywise Children

April 26, 2017

Teach your children to treasure their financial legacy.

Family

Reviving the Family Meeting

April 18, 2017

Family meetings can spark a renewed sense of harmony and understanding among your loved ones.

Estate

Don't Forget About Digital Assets

April 12, 2017

Avoid unnecessary headaches by keeping digital assets in mind when planning for your estate.

Economy

Confidence Increases, Consumption Slows? [VIDEO]

April 11, 2017

Scott Brown, Chief Economist, discusses recent consumer spending data and the economic outlook in light of political developments.

Investment Strategy

April 2017 Investment Strategy Quarterly

April 3, 2017

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Investment Strategy

Post-Election Earnings and Possible Tax Reform

April 3, 2017

Michael Gibbs, Managing Director of Equity Portfolio & Technical Strategy, and Joey Madere, Senior Portfolio Analyst, Equity Portfolio & Technical Strategy, discuss earnings before and after the U.S. presidential election.

Market Updates

Equity Investors Focused on Tax Reform Possibility

March 30, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent influence of politics on investor sentiment.

Retirement

Making Sense of Medicare Myths

March 28, 2017

Take the time to learn the facts behind these common Medicare misconceptions.

Retirement

Where Medicare Falls Short

March 27, 2017

Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn’t cover everything.

Family

Grandparents Are Teachers, Too [INFOGRAPHIC]

March 22, 2017

Surprisingly, millennials and their grandparents share similar attitudes about money. Consider these ways to impart financial wisdom early and often.

Economy

Four Ways a Rate Hike Can Affect Your Finances

March 17, 2017

The interest rates that shape the economy and your portfolio are increasing again.

Economy

Fed Surprises Few with Rate Hike

March 15, 2017

The Federal Open Market Committee did what many expected: raised the target federal funds rate to between 0.75% and 1%.

Life Events

Planning for the Unplanned

March 8, 2017

No one plans on getting sick or becoming disabled, but ironically, planning for these potential life-altering events is exactly what you should be doing.

Estate

Famous Estate Blunders and How to Avoid Them

March 7, 2017

These celebrities' tales are a strong reminder to review your estate plan before it’s too late.

Family

Thriving with Special Needs

March 5, 2017

With thoughtful planning, you can help ensure the future care of a loved one with a disability.

Economy

Cautious Optimism for the Economy [VIDEO]

March 1, 2017

Scott Brown Ph.D., Chief Economist, discusses recent economic data and expectations for interest rate increases.

Family

Dealing with Dementia

February 27, 2017

In the early stages, you and your loved one can work together to make decisions regarding long-term care and financial details.

Market Updates

Market Technicals Suggest Investors Purchase Pullbacks

February 24, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the current market environment and potential pullbacks in 2017.

Investment Strategy

Small- and Mid-Cap Stocks Present Opportunities [VIDEO]

February 24, 2017

Chief Investment Strategist Jeff Saut comments on potential pullbacks and investor opportunities in the equity market.

Taxes

Laying the Groundwork for Tax Season

February 20, 2017

Smart moves at the beginning of tax season can help get your financial house in order.

Family

10 Symptoms of Caregiver Stress

February 17, 2017

It’s important to be aware of caregiver burnout. You cannot provide effective care if you neglect your own physical and mental well-being.

Business Owners

Just How Taxing is Your State?

February 14, 2017

When it comes to business taxes, are you aware of how your state measures up?

Business Owners

Keep Your Business Cyber Safe

February 14, 2017

Any breach in security can be detrimental to your business’ success. So what can you do?

Estate

Five Reasons to Prioritize a Lasting Legacy

February 10, 2017

Your family and your legacy are important; take the time to protect them as best you can.

Retirement

Putting More Life into Your Retirement Plan

February 7, 2017

Retirement isn't what it used to be – making it even more important to think about all of the years it could last, the ways your life will change and the events you might not foresee.

Retirement

Where Your Retirement Money Goes

February 6, 2017

As you consider a long, happy retirement, give some thought to the largest aspects of your budget. Where your money actually goes may surprise you.

Lifestyle

You Are What You Think

February 2, 2017

An optimistic outlook can enhance your health, your work and your daily life.

Market Updates

Markets Experience Tumultuous January

January 31, 2017

Despite some natural second-guessing, financial market participants remain generally optimistic and are focused on the economy ahead.

Market Updates

Is Dow 20,000 a Reason to Celebrate?

January 25, 2017

Andrew Adams, Market Strategist, comments on the index's historic high and whether this milestone will have a long-term impact on markets.

Economy

Not Quite There, but Well on Our Way [VIDEO]

January 19, 2017

Chief Economist Scott Brown discusses characteristics of the current job market as well as potential Fed and policy decisions in the coming months.

Investment Strategy

2017 Outlook: Opportunity and Uncertainty [INFOGRAPHIC]

January 17, 2017

Review this visual summary of the Raymond James Investment Strategy Committee's outlook for investors in the year ahead.

Lifestyle

Urban Farming as a Smart Grocery Alternative

January 10, 2017

More and more meals are sprouting up in some unlikely places.

Goal Planning

Start the New Year with an Organized Outlook

December 29, 2016

Consider getting organized this winter season by decluttering and updating your financial plan.

Market Updates

Healthy Technicals Support Near-Term Equity Prices

December 22, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent price and valuation increases in the equity market.

Economy

Implications of Increased Interest Rates [VIDEO]

December 15, 2016

Scott Brown, Chief Economist, discusses the rate rise and what it means for the economy moving forward.

Estate

Is Your Estate Plan Ready for the New Year?

December 12, 2016

These simple questions can help make sure your estate plan is ready to ring in 2017.

Market Updates

Energy Update: OPEC Deal Implications [VIDEO]

December 8, 2016

Pavel Molchanov, Senior Vice President and Energy Analyst, comments on the recent OPEC deal and the outlook for energy.

Giving

The Many Faces of Philanthropy

December 5, 2016

The goals are similar, but different generations give back in different ways.

Family

Caring for Your Loved One: The Three Stages of Decline

December 4, 2016

If you suspect a loved one is experiencing cognitive decline, it’s critical to discuss financial, legal and caregiving plans immediately.

Travel

Unplugging Your Vacation

November 29, 2016

Relax and recharge on your next getaway by taking a break from technology.

Family

The Family Holiday Huddle

November 22, 2016

Openly discussing important matters during the holiday season can bring your family closer.

Giving

Better to Give Than Receive

November 21, 2016

An act of generosity can benefit the benefactor, too.

Retirement

Medicare Updates for 2017

November 15, 2016

Review the increases to Medicare premiums and deductibles taking effect next year.

Investment Strategy

Key Steps to Building Your Portfolio

November 10, 2016

Revisiting the basics can build confidence in your financial plan in the face of volatility.

Business Owners

Year-End Tax Tips for Businesses

November 10, 2016

With preparation, business owners can find strategies with the best fit.

Estate

Estate Mistakes to Avoid

November 10, 2016

Don’t overlook these eight common estate planning problems.

Economy

President-Elect Trump: The View from Europe

November 9, 2016

Reaction to the presidential election in Europe from Chris Bailey, European Strategist, Raymond James Euro Equities.

Investment Strategy

How to Handle Market Volatility

November 9, 2016

It's natural to be nervous when the markets head toward volatile territory. Keep a positive perspective with these resources.

Investment Strategy

Considerations for Shifting Markets

November 9, 2016

Review how to better prepare your portfolio for a downturn – and how to take advantage of one if it occurs.

Economy

The Election and the Economy

November 9, 2016

Chief Economist Scott Brown discusses what the election results could mean for taxes, federal expenditures, the national debt, and economic growth.

Market Updates

Post-Brexit Economic Update

November 3, 2016

Chris Bailey, European Strategist, discusses equity performance and currency valuation in the U.K. following the June 2016 Brexit vote.

Technology

Don't Let Thieves Ruin Your Holiday Season

November 1, 2016

Learn how to protect your identity when shopping online.

Lifestyle

20 Financial Things Couples Should Know

October 27, 2016

Having a solid understanding of your financial status is crucial to planning, budgeting and saving toward your goals.

Estate

Keeping It in the Family

October 26, 2016

Proposed U.S. Treasury rules could mean a bigger estate tax bite for your family-owned entity.

Technology

Simple Tips for Securing Your Computer

October 24, 2016

Andy Zolper, Chief IT Security Officer, provides suggestions for how investors can improve their personal computer security.

Investment Strategy

Don't Take a Bath on Wash Sales

October 18, 2016

Be mindful of how – and when – losses are used to offset gains.

Taxes

Your Year-End Tax Planning Checklist

October 18, 2016

These tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals.

Retirement

Required Reading for Required Minimum Distributions

October 17, 2016

Create a plan to withdraw your minimum distributions on your terms while complying with Uncle Sam’s.

Taxes

Offset Taxes with Retirement Account Contributions

October 14, 2016

As investors are faced with higher taxes, there are a few simple steps you can take to lower your tax bill.

Market Updates

Rising Tide Lifts Both Global and Domestic Securities

October 3, 2016

The U.S. economy is expected to grow moderately for the fourth quarter, but a soft global economy and election uncertainty will act as headwinds.

Giving

Planning to Give

September 26, 2016

Choosing wisely among an array of giving vehicles can help you make the most of your donations, both for the causes you donate to and yourself.

Market Updates

Equities Remain Attractive Despite Market Volatility

September 23, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses why equities may continue to perform well.

Technology

What to do When You've Been Hacked

September 19, 2016

You've received the ominous message that your account has been compromised. Now what?

Technology

Cyber Security Awareness

September 15, 2016

Learn how to protect your identity online in an age when cybercrime is becoming more prevalent.

Technology

Lost in (Cyber-)Space

September 10, 2016

Review these four steps to document and preserve your digital assets.

Retirement

Making the Most of Medicare's Open Enrollment Period

September 6, 2016

With Medicare's open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.

Family

Five Tips for First-Time Grandparents

August 26, 2016

Sharpen these skills to excel in your new role.

Investment Strategy

Five Strategies to Address Concentrated Equity

August 19, 2016

Owning too much of a single security can be hazardous to your wealth.

Retirement

The New Disruptors of Old Age

August 15, 2016

From smart phones to smart homes, emerging technology is changing the way Americans approach aging — and Baby Boomers welcome the advances.

Retirement

Are Your Estate and Financial Plans Shock-Proof?

August 11, 2016

Don’t wait until “what if?” becomes “what is.”

Women Investors

Caregiving Connections

August 10, 2016

Whether in-person or online, connections fostered among caregivers provide long-range benefits.

Retirement

The Power of Roth

July 26, 2016

Roth IRAs offer great benefits, even for those who think they don't qualify.

Taxes

Can Taxes Scramble Your Nest Egg?

July 20, 2016

Proactive tax planning can help your retirement income last longer.

Lifestyle

Nine Ways to Boost Your Brain Power

July 6, 2016

Try your hand at these nine mental workouts to stay sharp and get the most out of your retirement years.

Family

More than Summer School

June 28, 2016

Five financial lessons to help teach smart money management.

Travel

The Traveling Intellectual

June 15, 2016

Travelers have long recognized the value of expanding the mind, while delighting the senses through adventurous experiences both at home and abroad.

Retirement

Social Security: What You Need to Know

May 22, 2016

Social Security benefits are an important part of almost any retirement income plan. One Social Security misstep could leave you missing out on hundreds of thousands of dollars over a lifetime. That’s why it’s important to think seriously about Social Security and explore ways to maximize your benefits and optimize your retirement income strategy.

Travel

Multigenerational Memory-Making

May 18, 2016

The idea of spending vacation time bonding across layers of one’s multigenerational family may not appeal to everyone, but a growing number of families have made the concept increasingly popular.

Education

Misconceptions About 529 Plans

May 12, 2016

Just like the kids you’re saving college funds for, 529 plans are often misunderstood.

Life Events

Ten Financial Tips for First Time Job Seekers

May 9, 2016

New grads entering the workplace can pave the way toward a secure financial future with these simple steps.

Retirement

Taking Full Advantage of Time

April 26, 2016

Time is your most valuable asset when saving for retirement.

Investment Strategy

Concentrated Positions Can Pose Portfolio Risk

April 19, 2016

Concentrated positions may create wealth, but they may not protect it.

Family

Kid-Friendly Foundational Finances

April 12, 2016

Help kids of all ages develop smart money habits.

Taxes

Opportunity Blooms in Tax Season

March 28, 2016

Whether you get a refund, or end up owing, you have options.

Education

Get to Know 529s

March 21, 2016

It’s never too early to start saving for your child’s or grandchild’s education with a 529 plan.

Retirement

Five Roth Rules

March 17, 2016

When thinking about retirement, there are so many options. A Roth IRA can be a powerful retirement tool.

Women Investors

Time for a Change

March 2, 2016

There are four financial factors you should consider that will affect a career change.

Business Owners

Networking in the Real World

February 23, 2016

For better or worse, networking is a large part of growth in the business world.

Women Investors

Baby-Proofing Your Finances

February 2, 2016

Review this checklist and prepare for parenthood with open eyes and special financial care.

Retirement

One of the Easiest Ways to Save for Retirement

January 21, 2016

Saving early and often can help you reach your retirement saving goals.

Lifestyle

Eight Ways to Broaden your Flock of Friends

January 15, 2016

Positive social interaction is essential to a healthy and fulfilling retirement.

Retirement

12 Ways to Revive Your Retirement Savings

January 8, 2016

If you’re concerned that you haven’t put enough away to retire, you have plenty of company.

Investment Strategy

The Impact Behavioral Finance Has On Your Portfolio

December 9, 2015

Learn how to escape the investment traps your brain sets for you.

Family

When the Road to Success Leads Back Home

December 1, 2015

Despite our best efforts, sometimes grown children aren't quite ready to enter the real world.

Technology

Protecting Your Information Against Growing Risks

October 22, 2015

Andy Zolper, Chief IT Security Officer, discusses how to keep your information safe in the age of booming technology.

Lifestyle

Common Scams to be Aware of and How to Protect Yourself

October 2, 2015

Nine commons scams, often targeted at elderly individuals, that you should be aware of.

Giving

Giving with Confidence This Holiday Season

September 21, 2015

A little research can help ensure your donations are put to good use.

Lifestyle

Mapping the Community of the Future

August 27, 2015

A guided tour through Gerontopia, by Dr. Joseph Coughlin.

Travel

The Solo Adventure

August 11, 2015

Traveling on your own may be your ticket to a transformative experience.

Giving

Four Ways to Start a Charitable Tradition

July 29, 2015

Spread the spirit of giving from generation to generation.

Taxes

Eight Savvy Summer Tax Moves

July 20, 2015

Just because tax season is behind us doesn't mean we can - or should - forget about taxes until year-end.

Retirement

Americans are Living Longer and Rethinking Milestones

June 17, 2015

Americans are living longer and rethinking life's major milestones - from marriage and homeownership to parenthood and retirement.

Lifestyle

Caring for Pet Pals in Retirement

June 10, 2015

Pet ownership, as you get older, comes with great joys and responsibilities.

Housing

Making a House a Home for Life

June 8, 2015

Practical tips to support aging in place – because there is no place like home – now and in the future.

Housing

Tips for a Smoother Homebuying Process

May 19, 2015

As you hunt for a home, review these helpful and practical homebuying tips to avoid potential pitfalls.

Goal Planning

Five Ways to Prepare for 365 Days in Retirement

April 30, 2015

Retirement is more than weddings, vacations and sail boats. How will you fill all the days of your year in retirement?

Goal Planning

Discover Who You Were Meant to be in Retirement

April 23, 2015

Retirement will be the adventure of your life. Are your grand plans enough to fill your days and your soul?

Retirement

FICO Has Your Number

March 23, 2015

Be mindful of the factors that impact your credit score and know your numbers.

Lifestyle

A "Golden Girls" Guide to Retirement

February 26, 2015

Lessons from a sitcom can help plan for a happy and active retirement while joyfully living the single life.

Retirement

Answering Your Questions about Social Security

December 9, 2014

Listen as Gail Buckner, Financial Planning Spokesperson for Franklin Templeton, explains why timing is everything when it comes to Social Security.

Lifestyle

Reinventing Yourself Through Education

December 1, 2014

Continuing ed plays a vital role in career and professional growth.

Housing

Making Room for What's Important

December 1, 2014

Freedom may be the impetus behind voluntarily downsizing your home.

Retirement

Think About More than Money

November 20, 2014

Retiring couples should coordinate lifestyles, wants and wishes, too.

Technology

Do you Suffer from FOMO?

November 20, 2014

The fear of missing out has made it harder to check out of the rat race.

Retirement

Key Decision Dates as Retirement Approaches

November 19, 2014

Time your age-related decisions properly.

Life Events

To Have and to Hold, Again

November 19, 2014

For a variety of reasons, second (or third) marriages are becoming the norm.

Retirement

Streamlining Your Cash Flow can make Retirement Easier

November 19, 2014

Ensure the bills get paid, income is maximized and you always know where you stand.

Goal Planning

Successful Rebalancing Starts with a Goal

November 18, 2014

Philanthropists seek more than just a tax deduction; they want to know that their donations will yield results.

Travel

A Checklist for Traveling with Grandchildren

November 18, 2014

Some key points to help you travel successfully with your grandchildren.

Travel

Designing Excursions with your Grandchildren

November 18, 2014

To your grandchild, you are a center of knowledge; travel together helps pass it along.

Housing

“Retirement Home” Doesn’t Mean What it Used To

November 18, 2014

When it comes to senior housing, today’s retirees are refusing to settle for the tried and true.

Housing

The Smart Home

November 17, 2014

Home automation products you can control from your smartphone.

Fixed Income

Fixed Income Market Commentary

July 21, 2017

Read the fixed income commentary from Executive Vice President Kevin Giddis.