Weintraub Wealth Management Groupof Raymond James

News and Events


MAY 2012

Early May - Check the progress of your child's or grandchild's education savings plan. 

May 13th - Mother's Day.

Mid May - Review your estate plan to ensure it is up to date.  Check the beneficiaries of your IRA's, insurance policies and any other accounts. 

May 28th - Memorial Day (Markets closed).


JUNE 2012

June 15th - Quarterly estimated tax payment due if required.

Mid June - Time for a mid year checkup - rebalance the mix of investments in your portfolio.

June 20th - Summer solstice.  The official start of summer and the longest day of the year.


JULY 2012

July 4th - Independence Day (markets closed).

Mid July - Review your insurance policies.

Late July - Check the progress of your retirement savings.

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.

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Peter Weintraub Financial Advisor Vice President, Investments
1735 Market Street
Suite 3402
Philadelphia, PA 19103
Phone: 215-640-3140
Fax: 215-496-9263
Toll-Free: 877-650-5328
Direct: 215-640-3155
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