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    200 Central Ave, 24th Fl Saint Petersburg, FL 33701-3566 T: 727.551.5236 TF: 800.624.6369 F: 866.522.9277
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Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
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Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Read
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Estate & Giving
View
Infographic: Thoughtful tips for a fulfilling retirement
Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
Retirement & Longevity
Read
Why work with a financial advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Retirement & Longevity
Bouncing back after a job loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Estate planning: Your loved one's long-term care
Ensure your family member with special needs is cared for after you’re gone.
Estate & Giving

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

Warren Buffett

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Benjamin Graham

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Peter Lynch

Be fearful when others are greedy; be greedy when others are fearful.

Warren Buffet

In investing, what is comfortable is rarely profitable.

Robert Arnott

The four most dangerous words in investing are: ‘This time it's different.’

John Templeton

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

John Bogle

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

Benjamin Graham

You make most of your money in a bear market; you just don’t realize it at the time.

Shelby Davis

Wall Street people learn nothing and forget everything.

Benjamin Graham

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

Paul Samuelson

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Peter Lynch

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

Albert Einstein

The most important quality for an investor is temperament and not intellect.

Warren Buffet

It is better to be roughly right than be precisely wrong.

John Maynard Keynes

Pursue your priorities Support your goals with time-tested financial wisdom.

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Gates Wealth Solutions of Raymond JamesGates Wealth Solutions of Raymond James
  • 200 Central Ave, 24th Fl Saint Petersburg, FL 33701-3566
  • T: 727.551.5236
  • TF: 800.624.6369
  • F: 866.522.9277
  • Map & Directions
  • Map & Directions

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