Opportunities for sharing knowledge and supporting our community

We host and participate in events throughout the year and urge our clients and their friends to join us. Some events are educational or social in nature, while others are charitable. Check back regularly for updates. Also, feel free to leave your feedback about any event you attend or wish to see in the future. We welcome the opportunity to make a difference in your life and our community.

Client Events

Our Past Events

Conference Call with Samantha Azzarello, Vice President Global Market Strategist
JPMorgan Asset Management
November 16th, 2017
Click here to listen

Conference Call with Todd Speed, CFA, Senior Vice President, Portfolio Specialist
of Calamos Investments
September 21st, 2017
Click here to listen

Conference Call with Hersh Cohen, Co-Chief Investment Officer, Managing Director,
Portfolio Manager of ClearBridge Investments
August 17th, 2017
Click here to listen***

Conference Call with Zane Brown, Partner, Fixed Income Strategist
Lord Abbett
Thursday, June 15th
Click here to listen*

Raymond James
Stutz Artists Open House
Stutz Business Center
Friday, April 28, 2017
Saturday, April 29, 2017

USAC Benevolent Foundation
Women's Charity Golf Tournament
Eagle Creek Golf Course
May 23, 2017

* Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices rise. High-yield bonds are not suitable for all investors. The risk of default may increase due to changes in the issuer's credit quality. Price changes may occur due to changes in interest rates and the liquidity of the bond. When appropriate, these bonds should only comprise a modest portion of your portfolio.

** International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets.
Price Earnings Ratio (P/E) is the price of the stock divided by its earnings per share.
The MSCI EAFE (Europe, Australia, Far East) index is an unmanaged index that is generally considered representative of the international stock market.
The S&P 500 is an unmanaged index of 500 widely held stocks.
It is not possible to invest directly in an index.
Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.
Raymond James is not affiliated with Invesco.

*** Dollar cost averaging does not assure a profit and does not protect against loss. It involves continuous investment regardless of fluctuating price levels of such securities. Investors should consider their financial ability to continue purchases through periods of low price levels.

Event Feedback

We welcome your feedback on past events, and your input for future events. Is there a particular investment-related topic you would like to see featured at one of our events? We’re always open to new ideas to help us better serve you.

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