Tools to enhance your financial journey.

Resources serve as valuable tools for addressing important financial matters. We've included informative newsletters, handy calculators and links of interest – to help you with your financial life.

Glossary
2021 Key Numbers
If you want to know what your tax bracket is, what your maximum contribution to your retirement plan is, or how much you can gift this year, it is all in this piece. There is much more as well.
Financial Planning
Making day to day decisions is easier once you see the big picture. This article explains how financial planning can help you do so.
Teach Your children
Our schools are woefully inadequate when it comes to teaching our children about basic finance, saving and investing. It is up to you to prepare them for a sound financial future and this article can help get you started.
Pay Off Mortgage or Invest
This article aims to help you make this tough decision.
Selling A Home
Even in a seller's market, selling a home can be a difficult task. As a result, you'll want to do your homework ahead of time to ensure that you will be able to sell your home quickly and at the best possible price..
Protect Yourself Against Identity Theft
Identity theft is one of the fastest growing crimes on the planet. The best way to protect yourself is to be prepared, aware and proactive.
Caring for Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about.
Death of A Family Member Checklist
Losing a loved one can be a difficult experience. Yet,during this time, you must complete a variety of tasksand make important financial decisions.

Investment Concepts

Asset Allocation Quilt Chart: Variability of Investment Returns
Why should you diversify your investments? Predicting the best place to have your money invested year to year is nearly impossible. This chart will show you the best to worst performing asset classes in each of the past 20 years.
The Impact of Inflation
If you are not sure if you should be investing, then you really need to read this article. As an advisor, I see this as probably the biggest risk my clients face: the risk of eroding buying power.
Investing Basics
Are you new to investing? This piece will give you some more knowledge to aid you in your decision making.
Comparing Bond Yields
This is an in depth look into fixed income instruments and how they compensate investors.
Growth vs. Value: What’s the Difference?
These are two very different ways of evaluating companies. Understanding the difference can make you a better investor.
Lump Sum vs. Dollar Cost Averaging
Is it better to invest all of your money at once, or spread it out over time? This article can help you make a more informed decision.
Holding Equities for the Long Term
As is often said, it's not timing the market that's key, but rather the amount of time you're in the market. This piece shares some wisdom from successful long-term stock investors.

Tools to enhance your financial journey.

NFS Newsletter

Newsletters from Raymond James

Third Party Insights

Personal Finance

Investment Concepts

College Planning & 529 Plans

Retirement Planning

Protection Planning

Estate Planning

Tax Planning

Small Business Owners

Alternative Investments

Mutual Fund Companies

Insurance & Annuity Companies

Defined Portfolios

General Sites of Interest

Helpful Tools

Stock Quotes