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  • Ohana Financial Advisors of Raymond James
    3540 Toringdon Way, Suite 510 Charlotte, NC 28277-3867 T: 980.465.6560
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Ohana Financial Advisors of Raymond JamesOhana Financial Advisors of Raymond James

RJ Newsletter 2025 May

06.04.2025 // Markets & Investing
The only thing predictable about the current administration is th...
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RJ Newsletter 2025 March

03.27.2025 // Markets & Investing
Henry was promoted into Management and is now our Greater Charlot...
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RJ Newsletter 2025 January

01.17.2025 // Markets & Investing
You are entitled to all benefits mentioned up to your current age...
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RJ Newsletter 2024 November

11.26.2024 // Markets & Investing
The end of the year is always busy with year-end gifting, account...
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RJ Newsletter 2024 September

09.10.2024 // Markets & Investing
You may have noticed “Ohana Financial” appear on your caller ID w...
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RJ Newsletter 2024 June

05.31.2024 // Markets & Investing
Many clients have discovered and are using their secure online Va...
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RJ Newsletter 2024 March

03.05.2024 // Markets & Investing
What do I need to do when my child turns 18? Here is a list of 13...
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RJ Newsletter 2024 January

01.02.2024 // Markets & Investing
You are entitled to all benefits mentioned up to your current age...
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RJ Newsletter 2023 November

11.29.2023 // Markets & Investing
Due to market volatility, we’re expecting the potential for large...
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RJ Newsletter 2023 May

11.29.2023 // Markets & Investing
The IRS issued (but has not yet finalized) new rules dealing with...
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RJ Newsletter 2023 April

04.13.2023 // Markets & Investing
It’s been a quick 23 months since we moved our practice to Raymon...
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RJ Newsletter 2023 January

01.13.2023 // Markets & Investing
You are entitled to all benefits mentioned up to your current age...
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RJ Newsletter 2022 December

12.08.2022 // Markets & Investing
Due to market volatility, we’re expecting the potential for large...
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RJ Newsletter 2022 November

11.08.2022 // Markets & Investing
Once of our primary goals in moving our practice to Raymond James...
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RJ Newsletter 2022 August

08.07.2022 // Markets & Investing

It’s been a long time since high inflation has been a real issue. One of the worst periods of inflation occurred in the 1970s and extended into the early 1980s. It was eventually tamed with very high interest rates. Professionals are trying to find a past time frame that best matches our current scenario.

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RJ Newsletter 2022 June

06.17.2022 // Markets & Investing

In addition to the usual documents everyone should already have in place your Will, Living Will (aka Advance Directive), Durable Health Care POA, and maybe a Living Trust, it’s important to consider putting in place a Financial Power of Attorney (POA), and I highly recommend all accounts have a Trusted Contact on file at Raymond James. Financial Power of Attorney (POA)

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RJ Newsletter 2022 May

05.13.2022 // Markets & Investing

I have had the privilege of working with clients for 40 years and going strong. I started at Shearson American Express in Honolulu in May 1982 working under the tutelage of my grandfather, James Bushong.

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RJ Newsletter 2022 April

04.11.2022 // Markets & Investing

It’s been 12 years since the end of the last large bond market decline (2008-2010) where bonds had lost almost 16% at its worst point in June 2009.

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RJ Newsletter 2022 March

03.04.2022 // Markets & Investing

My general rule of thumb for keeping paperwork:

  • A few weeks: all new confirmations until the monthly statement arrives
  • One month: the current monthly statement
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RJ Newsletter 2022 January Issue 2

01.28.2022 // Markets & Investing

Key Financial Updates For 2022

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Ohana Financial Advisors of Raymond JamesOhana Financial Advisors of Raymond James
  • 3540 Toringdon Way, Suite 510 Charlotte, NC 28277-3867
  • T 980.465.6560
  • Map & Directions
  • Map & Directions
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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 our 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.

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