Reset All Filters
Filter
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
Lessons from famous female philanthropists
How we can give big – and be smart about it.
Family & Lifestyle
Read
Read
Navigating employer retirement plans
Know the ins and outs when making a career move.
Retirement & Longevity
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years.
Retirement & Longevity
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Read
Tips for staying connected with remote coworkers
Virtual coffee breaks are replacing water cooler chatter. Here are some tips for networking remotely with coworkers.
Family & Lifestyle
Bolster your business planning strategy with life insurance
Life insurance can help your business in two main ways – executive benefits and succession planning.
Business Ownership
The power of intergenerational connections
Building bridges between the young and the old has lasting physical, mental and emotional benefits.
Family & Lifestyle
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Partner with us and explore your path confidently

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.  Loftus & Preusser Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.