Skip to content
Raymond JamesRaymond James
  • Home
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Divorcees
    • Retirees
    • Sudden Wealth
    • Pre-Retirees
    • Second Opinion
  • Financial Planning Process
  • Retirement Planning
  • Strategic Investment
  • Services
  • Resources
    • Resources
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Client Access Videos
  • About Us
    • About Us
    • Robert Dick
    • Brendan Dick
    • Halle Kadrmas
    • What Makes Us Effective
    • Why Work With a CFP
  • Contact Us
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Charitable
    • Economy
    • Education
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Document
    • Infographic
    • Webinar
Global equity markets begin 2023 on an upbeat note
1/31/2023
Investors experienced a respite from the volatility that consumed 2022.
Markets & Investing
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Read
Read
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
2023 Outlook: The evolution of markets [INFOGRAPHIC]
1/24/2023
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Read
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Read
Tempted by the van life? Weigh these logistical trade-offs
What to consider if the van life is calling to your inner nomad.
Family & Lifestyle
Read
Leave a legacy that goes beyond money
Share something of significance and pass on so much more than money.
Estate & Giving
New year opens window of opportunity for bond investors
1/19/2023
Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions.
Markets & Investing
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Great wealth, great responsibility for elite young athletes
High-profile competitors – including those in college – can profit tremendously from name, image and likeness (NIL) deals.
Family & Lifestyle

The future at your fingertips

Raymond JamesRaymond James

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.. Minot Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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