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Investor Access
Bauman Wealth Management

Keeping you informedis important to us

It’s our belief that timely and insightful information can increase investor confidence and understanding. We’ve compiled resources we think you’ll find valuable to help you grow your financial knowledge. Check back often for regular updates. As always, if you ever have a question about any financial matter, we’re here to help.

Newsletters

  • Financial Journeys
  • Business Dimensions
  • Successful Women

Commentaries

  • Fixed Income Market Commentary
  • Weekly Headings Snapshot
  • Weekly Commentary
  • Investment Strategy Quarterly
  • Investment Strategy

Calculators

  • 401(k)
  • Required minimum distribution
  • Retirement planner
  • Social Security benefits
  • Mortgage loan
  • Student loan consolidation
  • Estate tax planning
  • Municipal bond tax equivalent yield
  • Comprehensive life insurance
  • Long-term care insurance

Links of interest

  • Fortune
  • Internal Revenue Service
  • New York Stock Exchange
  • USA Today – Money
  • Wall Street Journal
  • American Stock Exchange
  • Barron’s Online
  • Investor’s Business Daily
  • NASDAQ
  • Investing in Bonds
  • U.S. Social Security Administration
  • Standard & Poors Personal Wealth
  • Yahoo! Finance

Checklists & worksheets

White papers

WorthWhile Magazine

Click to read the latest edition of WorthWhile.

Holistic planning to help you be fully prepared
Goal-oriented planning for every event and stage of your life
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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 our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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