Photo Credit:
Cozette Winters, Photographer

We have assembled a selection of newsletters, market commentary, financial calculators and related links of interest to help you gain a greater understanding of all things financial.


Small Business Dimensions
This newsletter is for entrepreneurs and small business owners and contains articles on topics such as company management, financing issues and other timely issues impacting small businesses.
Financial Journeys
As you approach retirement, or are living in it, this quarterly publication can help you to understand various retirement and financial planning issues and how to address them.  



Asset Allocation
Enrolling in Investor Access
Investor Behavior
Long Term Care
Social Security - Couples Have Claiming Options Not Available to Singles
The Cost of Waiting


Market Commentary

Weekly Technical Commentary by Chief Market Technician Art Huprich
Investment Strategy by Chief Investment Strategist Jeffrey Saut
Weekly Commentary by Chief Economist Scott L. Brown, Ph.D.
Bond Market Commentary



Monthly income estimator
Retirement planning calculator
Roth vs. traditional IRA
Asset allocator
College savings calculator
Cost of waiting calculator
Personal economic recovery calculator
Life insurance calculator
Long-term care calculator
Net worth calculator



Glossary of investment terms
Printable budget worksheet


Links of Interest

Yahoo! Finance
A guide to your Raymond James statement
Raymond James
Raymond James Freedom Account
Internal Revenue Service
Social Security
Retirement planning
Investor education – FINRA
Analysts’ Best Picks® record
What others are saying about Raymond James
Raymond James Trust Department