Skip to content
Bess Wealth Advisors of RJBess Wealth Advisors of RJ
  • Home
  • About Us
    • About Us
    • Michel L. Bess Jr
    • Levi M. Bess
    • Amy L. McKay
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families & Individuals
    • Retirees
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Bess Wealth Advisors of RJ
    11611 N Meridian St Ste 600 Carmel, IN 46032-7118 T: 800.259.0847
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Economy
  • Media
    • Article
    • Commentary
    • Newsletter
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The future at your fingertips

Bess Wealth Advisors of RJBess Wealth Advisors of RJ
  • Bess Wealth Advisors of Raymond James
  • 11611 N Meridian St Ste 600 Carmel, IN 46032-7118
  • T: 800.259.0847
  • Map & Directions
  • Map & Directions

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use