Skip to content
Skip to Client Access
Home
Our Clients
Our Clients
Business Owners
Families & Individuals
Retirees
Women Investors
Services
Services
Our Approach
Our Philosophy
Services
Services
Business Planning
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Portfolio Management
Retirement Planning
About Us
About Us
M. Paul Massey
William E. Romans
Holly M. Kramer
Tracy Germano
News and Events
In the Community
What Makes Us Different
Why Work With a CFP®
About Raymond James
Resources
Resources
WorthWhile
Contact
Client Access
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
582 Beachland Blvd.
Suite 200
Vero Beach, FL 32963
T
772.231.7000
F
772.231.7098
TF
800.445.4767
Map and Directions
Map and Directions
Insightful resources
for the informed investor
RESET ALL FILTERS
FILTERS
Date
2019
January
February
March
April
May
June
July
August
2018
January
February
April
May
June
July
August
September
October
November
December
2017
February
March
April
May
June
August
September
November
December
2016
June
August
September
November
December
Category
Economy & Policy
Estate & Giving
Family & Life Events
Lifestyle & Technology
Markets & Investing
Retirement & Longevity
Topic
Charitable
Economy
Education
Fixed Income
Goal Planning
Housing
Investment Strategy
Retirement Planning
Media
Article
Audio
Calculator
Commentary
Document
Infographic
Newsletter
Video
Load More...
RESET ALL FILTERS