Knowledge for your financial life
To help you become more knowledgeable and informed about all things financial, we have assembled a range of resources, including market commentary, newsletters, videos and white papers. Feel free to revisit this page regularly to see our latest updates.
Investment strategies & tools
- Investor Strategy Quarterly Quick View
- Raymond James Charitable
- Sector Analysis
- Raymond James Freedom Account
- Freedom Commentaries
Family and community
Charitable Giving White Papers
- Tax Planning Qualified Charitable Distributions
- Tax planning: Charitable giving and estate planning
- Giving Wisely
- Special Needs Trust White Paper
Special Needs Trust video
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.