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Giving

Tom James Talks About the Enduring Power of Giving Back

May 23, 2019

“We can make a real difference everywhere we are – and have fun doing it,” says the industry icon who chaired Raymond James for over 40 years.

Investment Strategy

Weekly Headings

May 24, 2019

Read the weekly investment strategy commentary from Chief Investment Officer Larry Adam.

Goal Planning

For What It’s Worth Podcast

May 20, 2019

Featuring insights from leading professionals, these episodes bring you the latest in wealth management, market commentary and engaging research. Also available on iTunes and Spotify.

Education

Get Savvy When Saving for Your Loved One’s Education

May 17, 2019

With tuition costs (and student debt) at record levels, saving diligently and strategically can make a real difference for your kid or grandkid.

Technology

Enterprise Mobility: Changing Forces Forcing Change

May 15, 2019

Here’s how to integrate the benefits of enterprise mobility in an increasingly mobile world.

Technology

Reaching out with Tech – In Retirement, Too

May 14, 2019

Technology can help you stay connected.

Market Updates

Trade Tensions Escalate; Markets Decline

May 13, 2019

China has announced retaliatory tariffs on $60 billion of U.S. goods effective June 1.

Business Owners

A Winning Benefits Package Can Set Your Business Apart

May 13, 2019

As the job market strengthens, offering prospective employees the right benefits can help boost your firm’s appeal.

Family

How to Nurture Moneywise Children

May 8, 2019

Teach your children to treasure their financial legacy.

Life Events

A Survivor’s Survival Plan

May 5, 2019

The surprises that come with widowhood don’t have to catch you off guard.

Retirement

A Circle of Care

May 2, 2019

Meet the eldercare specialists you didn’t know you’d need.

Retirement

Retiree in Training

May 1, 2019

Practice makes perfect when it comes to retirement.

Lifestyle

Your Local Mall’s Survival Depends on Its Location

April 25, 2019

Without the right locale, “the trends are very much against the economics,” explains Paul Puryear, Vice Chairman of Real Estate Research.

Investment Strategy

How Rebalancing Helps Keep Your Portfolio on Track

April 22, 2019

Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.

Lifestyle

Take Advantage of Work Perks

April 17, 2019

Make the most of your employee benefits.

Economy

How Close Is the Next Recession? How Can You Prepare?

April 15, 2019

There’s a 30% chance we’ll see a downturn in the next year, says Chief Economist Scott Brown. Learn more about what that means and why it might be a good time to check in on your financial plan.

Retirement

Social Security Myths and Misconceptions

April 9, 2019

What you don't know about Social Security and what you can do about it.

Family

Achieving a Better Life Experience

April 9, 2019

An introduction to the ABLE Act and ABLE accounts – how they work and why they're important.

Investment Strategy

4 Reasons to Rethink Cash as an Asset Class

April 8, 2019

The flexibility and stability of cash is hard to beat. Just don’t hold onto too much of it.

Retirement

5 Considerations for Your Social Security Strategy

April 3, 2019

As you prepare to start claiming benefits, be sure to ask yourself these questions.

Retirement

Protecting Your Social Security Payout

April 2, 2019

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Economy

Making Sense of Noisy Economic Data

April 1, 2019

Economic figures are noisy and reports often conflict with one another. How can you make sense of it all?

Investment Strategy

Stay Focused, Because 2019 Is Breaking Economic Records

April 1, 2019

Growth, earnings and confidence suggest a favorable year, says CIO Larry Adam – “especially for investors maintaining a long-term time horizon.”

Economy

The Case for Investing in Europe Is a Hard Sell

April 1, 2019

Emerging markets have stolen the investing spotlight as of late, as Europe continues to face economic and political uncertainties.

Market Updates

House Prices Are High, but This Isn’t a Bubble [VIDEO]

March 28, 2019

Inflation and supply costs are keeping prices up, but low vacancy rates and more disciplined lending practices point to a very different market than the 2000s.

Taxes

An Important Tax Change for Pass-Through Businesses

March 27, 2019

Learn whether you qualify for this new and significant deduction.

Retirement

Correcting Your Retirement Course

March 26, 2019

You’ve got options if your best-laid income plans veer off track.

Taxes

Tax Season Resources

March 24, 2019

Consider these strategies and insights for making the most out of the current tax season.

Retirement

Are You Prepared to Live Longer? [VIDEO]

March 21, 2019

A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all that a longer retirement can mean?

Retirement

Nine to Five, Beyond 65

March 14, 2019

Research reveals that more and more retirees aren’t actually leaving the workplace.

Lifestyle

10 Things Your Kids Don’t Want When You Downsize

March 13, 2019

Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines.

Estate

7 Beneficiary Decisions You Might Want to Reconsider

March 7, 2019

If your selections fall into any of these categories, they might be worth a second look.

Lifestyle

Retiring with Your New Pet Pal

March 6, 2019

Pets can bring incredible joy to retirement – and responsibility.

Taxes

Strategies for Paying an Unexpected Tax Bill

February 26, 2019

Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.

Retirement

Risk Management Demystified

February 21, 2019

Find the right mix of insurance coverage to live with confidence.

Retirement

Are You and Your Partner on the Same Retirement Page?

February 14, 2019

Many couples don’t agree on when, where or how they’re going to spend their golden years.

Taxes

Three Ideas for When the IRS Owes You

February 12, 2019

Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.

Estate

Prepare for a Lifetime and Beyond

February 5, 2019

Review your estate plan to help avoid costly consequences.

Life Events

Double the Inheritance, Double the Planning

February 4, 2019

Women may be in for double the planning when it comes to managing windfalls.

Business Owners

Be a Cultural Chameleon

February 3, 2019

Adapting your style to the norms of another culture isn’t being inauthentic – it’s just smart business.

Economy

Out of the Shutdown, but Not out of the Woods? [AUDIO]

January 31, 2019

Hear what investors can expect during this “period of known unknowns” – Washington Policy Analyst Ed Mills offers perspective.

Investment Strategy

Are Women Risk Averse or Just Risk Aware?

January 30, 2019

Countless studies show that women aren’t as afraid of investment risk as many seem to think.

Economy

Government Reopened Until February 15

January 28, 2019

A temporary agreement has been reached, allowing Congress to debate a more permanent funding bill. Washington Policy Analyst Ed Mills weighs in.

Taxes

Double-Check Before Filing Your IRS Return

January 24, 2019

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties.

Investment Strategy

What You Need to Know About the 2019 Markets [AUDIO]

January 22, 2019

Expectations for the economy, volatility, stocks and more – Chief Investment Officer Larry Adam addresses it all in this 15-minute episode.

Economy

Still No Clear Path Forward for Brexit

January 16, 2019

“The U.K. remains wholly split,” says European Strategist Chris Bailey, “and time is running out.”

Economy

Recession This Year? Don’t Count on It [VIDEO]

January 15, 2019

Real-time indicators suggest the economy will keep growing in 2019, says Chief Investment Officer Larry Adam.

Economy

A Retrospective Look at the Financial Crisis

January 10, 2019

Chief Economist Scott Brown reflects on the 10-year anniversary of the Great Recession.

Market Updates

2019 U.S. Equity: Investors Focused on Trade Policy

January 2, 2019

Equity markets also continue to monitor the Fed’s tightening cycle and the moderation of economic growth abroad.

Fixed Income

2019 Fixed Income: Push-and-Pull Dynamic Continues

January 2, 2019

Interest rates are likely to remain in a compact range, facing minimal upward potential and significant downward potential.

Economy

2019 International: Will the Rest of the World Awaken?

January 2, 2019

Last year was anything but traditional for international investors. Can a new year bring new hope?

Retirement

Is Social Security Going Broke? [AUDIO]

December 27, 2018

What is the Social Security trust fund, and what happens when it depletes? Financial planning consultant Bonnie Harper weighs in.

Economy

No Deal Is in Sight to Reopen the Government

December 26, 2018

With neither side showing any sign of compromise, the partial shutdown could extend until January, says Washington Policy Analyst Ed Mills.

Goal Planning

Start the New Year with an Organized Outlook

December 20, 2018

Consider getting organized this winter season by decluttering and updating your financial plan.

Goal Planning

12 Resolutions for 2019

December 18, 2018

Start the new year right by reviewing and revamping your financial plan.

Investment Strategy

5 Strategies to Address Concentrated Equity

December 16, 2018

Owning too much of a single security can be hazardous to your wealth.

Taxes

10 Important Tax Changes to Keep In Mind

December 11, 2018

As you consider making any final year-end tax planning moves, review the major changes that are now in effect.

Giving

The Gift of Appreciated Stock

December 10, 2018

Donating appreciated equity can be a gift for both you and your favorite charity.

Economy

Trade Summit Takeaways: What’s Really Changed? [VIDEO]

December 6, 2018

Results of the G-20 summit remain unclear, says Chief Economist Scott Brown – and division continues between tariff and free trade proponents.

Economy

Is a Recession Approaching? The Fed Is Divided [VIDEO]

December 6, 2018

Fed officials have been debating the yield curve’s changing shape and future implications since the summer, shares Chief Economist Scott Brown.

Investment Strategy

Volatility Dominates, but Economic Data Remains Healthy

December 5, 2018

Despite the current market turmoil, several factors support future equity growth, says Chief Investment Officer Larry Adam, CFA, CIMA, CFP®.

Business Owners

Year-End Tax Tips for Businesses

December 4, 2018

Improve your bottom line with these tax mitigation strategies.

Investment Strategy

Concentrated Positions Can Pose Portfolio Risk

November 30, 2018

Holding a large single-stock position creates significant risk and increases portfolio volatility.

Technology

Don't Let Thieves Ruin Your Holiday Season

November 26, 2018

Learn how to protect your identity when shopping online.

Family

How to Quarterback a Family Holiday Huddle

November 19, 2018

Openly discussing important matters during the holiday season can bring your family closer.

Giving

’Tis the Season to Start a Charitable Tradition [AUDIO]

November 15, 2018

Inspired to give back? Learn about charitable trends and how your family can make a difference. Featuring Raymond James Trust President Joe Weaver.

Family

Opening Doors for Your Adult Children

November 8, 2018

Keep these considerations in mind when helping your kids purchase big-ticket items.

Business Owners

Managing Cash, the Lifeblood of Your Business

November 6, 2018

Learn more about how to strike the right balance with your business’s cash management.

Economy

Market Jitters Are Typical Before Elections [VIDEO]

October 31, 2018

As we've seen this month, the market dislikes any unknowns – including uncertain election outcomes, says Washington Policy Analyst Ed Mills.

Business Owners

How to Make Your Blog Posts Pop

October 29, 2018

Want to better engage your business’s current and prospective customers?

Women Investors

Why Women Are a Game Changer for Economic Growth

October 25, 2018

As more women take control of their wealth and careers, the U.S. economy could see substantial growth.

Lifestyle

Are You Leaving an Inconvenient Inheritance?

October 24, 2018

Don’t let your possessions weigh your kids down.

Retirement

Making Sense of Medicare Myths

October 24, 2018

Take the time to learn the facts behind these common Medicare misconceptions.

Lifestyle

The Balancing Act of Professional Parents

October 23, 2018

For many parents, the choice between continuing to work full time and spending more time at home can be daunting.

Taxes

Check This List – Twice – Before Year-End

October 16, 2018

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.

Retirement

Social Security Increases Benefits by 2.8% for 2019

October 11, 2018

The adjustment is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January.

Housing

The New Homebuyer’s Guide to Success

October 9, 2018

Prospective homebuyers should be as prepared as possible to help ensure a smoother purchasing experience.

Fixed Income

Are You Too Attached to Your Home State? [VIDEO]

October 4, 2018

Knowing what you own is a good thing – but fixating on only one state's bonds could lead you to miss appropriate opportunities elsewhere.

Fixed Income

To Invert, or Not to Invert?

October 2, 2018

Doug Drabik, Senior Strategist, Fixed Income, and Nick Goetze, Managing Director, Fixed Income Services, assess the state of the U.S. yield curve.

Investment Strategy

Policy and Uncertainty: 3Q in Review

October 2, 2018

Influential factors over the next six to 12 months include trade policy, interest rates and economic growth.

Technology

Cybersecurity Awareness

October 1, 2018

Learn how to protect your identity in an age when cybercrime is becoming more prevalent.

Retirement

Social Security Basics

September 29, 2018

Before you decide when and how to file for Social Security, it’s important to understand the basics.

Investment Strategy

9 Games Your Brain Plays and How to Win Them

September 26, 2018

Have you fallen into one of these common traps?

Taxes

Offset Taxes with Retirement Account Contributions

September 21, 2018

Consider using tax-advantaged accounts to help lower your tax bill.

Family

Special Needs and Disability Planning Resources

September 19, 2018

With the help and advice of professionals you trust, you can build a better tomorrow for a child or family member facing unique challenges.

Economy

$200 Billion of New Tariffs Approved – What’s Next?

September 18, 2018

Washington Policy Analyst Ed Mills addresses the latest round of tariffs placed on Chinese imports.

Fixed Income

Sticking to the Familiar Might Leave You Stuck [VIDEO]

September 18, 2018

When it comes to your portfolio, deferring to the most common strategies isn’t always the best move – especially given current bond market conditions.

Estate

Wealth Planning Solutions for Today’s Modern Households

September 12, 2018

As family dynamics change, the need to protect wealth and build legacies is more important than ever.

Economy

Bubbles and Bailouts: Revisiting the Recession [VIDEO]

September 11, 2018

Chief Economist Scott Brown identifies key components of the 2008 financial collapse and examines the current health of the economy.

Economy

Housing, Farming Begin to Show Tariff Symptoms [VIDEO]

September 4, 2018

Chief Economist Scott Brown discusses which areas of the economy are showing visible impacts from trade negotiations.

Estate

5 Ways a Trust Can Help Create a Legacy That Lasts

August 30, 2018

A well-crafted estate plan can help you maintain control of your assets while creating an enduring legacy that promotes your values.

Market Updates

Stocks Soar to New Highs on Earnings, Trade Talks

August 29, 2018

All major U.S. equity markets are currently at or near their highs. Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, weighs in.

Education

Education Planning 101

August 22, 2018

Navigate the flexibility and convenience of today’s education savings plans.

Business Owners

Mentoring: The 15-Minute Game Changer

August 15, 2018

Despite the small investment of time, mentoring reaps big rewards for both parties involved.

Economy

Will Turkey Bounce Back with Time?

August 14, 2018

Recently, investors have been focused on the country’s political and economic crisis, especially given the plunging Turkish lira.

Business Owners

Don't Let a Natural Disaster Derail Your Business

August 9, 2018

A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a business to do?

Business Owners

Protecting Your Business from Cyberattacks

August 1, 2018

As the number of cyber breaches increases, efforts to safeguard your business should increase, too.

Family

An Empty Nest Could Mean a Fuller Wallet

July 26, 2018

When children leave home, you may have extra resources to invest in yourself.

Lifestyle

Workplace Features Approved for All Ages

July 25, 2018

With people living and working longer than ever, it makes sense to have a work environment where every generation feels welcome, happy and productive.

Investment Strategy

How Rising Rates Affect Your Income Strategy

July 18, 2018

Income portfolios use a strategic mix of investments to generate cash. So how are they impacted by interest rate increases?

Business Owners

Taking Your Seat at the Table

July 12, 2018

Get to know the responsibilities of joining a board.

Economy

Investors and the Cycle of Uncertainty [VIDEO]

July 3, 2018

Washington Policy Analyst Ed Mills discusses the markets' progression from 2016 election to 2017 tax legislation to 2018 trade concerns.

Economy

The Fed's Balancing Act

July 2, 2018

Scott Brown, Ph.D., Chief Economist, analyzes the current state of the U.S. economy and labor force as well as challenges facing the Federal Reserve.

Investment Strategy

Trade Noise and Earnings Growth: 2Q in Review

July 2, 2018

Influential market factors include trade policy, interest rates, earnings growth, Federal Reserve policy, and geopolitical uncertainty.

Investment Strategy

What Type of Investor Are You?

June 20, 2018

Emotion. Personality. Knowledge. Time. Each is one of many factors that determine what kind of investor you are.

Retirement

Putting More Life into Your Retirement Plan

June 19, 2018

Retirement isn't what it used to be – making it even more important to think about all of the years it could last, the ways your life will change and the events you might not foresee.

Retirement

Five Key Retirement Questions

June 17, 2018

Beyond asking where you see yourself and even what your lifelong goals are, effective retirement and longevity planning begs some very big questions.

Estate

Creating an Inheritance That Lasts Generations

June 14, 2018

Preparing your heirs for sudden wealth can help prevent unwise spending.

Economy

Four Ways a Rate Hike Can Affect Your Finances

June 13, 2018

The interest rates that shape the economy and your portfolio are increasing again.

Retirement

Social Security Taps Trust Fund; Should You Be Worried?

June 11, 2018

For the first time since 1982, Social Security is dipping into its trust fund to pay benefits. What does this mean for future recipients?

Technology

Tech Trends for At-Home Seniors

June 5, 2018

Advances in digital home technologies can help retirees maintain healthier, happier lives as they grow older.

Lifestyle

How to Fight Financial Fraud [INFOGRAPHIC]

June 1, 2018

Don't fall prey to common swindles.

Economy

Again, the World Looks to Italy

May 30, 2018

European Strategist Chris Bailey discusses Italian politics and the euro's recent drop.

Housing

Key Requirements for Aging in Place

May 22, 2018

Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to accommodate your needs.

Housing

Planning for Housing in Retirement

May 16, 2018

Consider the safety, convenience, and financial impact of your different options, as well as the accessibility of services to make life easier.

Family

A Brighter Financial Future

May 1, 2018

Consider talking to your kids or grandkids sooner, rather than later, about basic financial management.

Technology

How Technology Is Reducing Our Water Footprint

March 22, 2018

With a number of factors driving demand for clean water, safe and reliable water reuse can benefit companies and communities alike.

Goal Planning

Blueprints for Your Financial Future

February 23, 2018

Investment policy statements can serve as a guide for you and your advisor.

Lifestyle

A Vital Role

February 22, 2018

It’s time to take charge of your relationship with your healthcare provider.

Taxes

Get Financially Fit

February 3, 2018

Eight moves to whip your tax strategy into shape.

Business Owners

Ways to Fund a Business Venture

February 1, 2018

Startup financing turns entrepreneurial ideas into real business.

Business Owners

A Healthy Choice

January 31, 2018

Health plans are the top benefit choice among employees.

Retirement

Benefit from Your Birthdays

January 23, 2018

The road to and through retirement is dotted with time-sensitive financial planning milestones.

Estate

Ensuring Your Financial Plan Outlives You

January 18, 2018

Generate seamless life transitions by tailoring your plan to the needs of both you and your spouse.

Housing

55+ Independent Living Communities

January 15, 2018

This housing option for aging adults can address individual needs, but costs and restrictions vary considerably.

Housing

Assisted Living Facilities

January 15, 2018

Think of it as doing it your way, with a little help on hand when you need it.

Goal Planning

Trim the Fat [INFOGRAPHIC]

December 26, 2017

If you have to make personal budget cuts, trim items large and small. Consider these ideas for ways to reduce spending.

Investment Strategy

Don't Take a Bath on Wash Sales

December 5, 2017

Be mindful of how – and when – losses are used to offset gains.

Retirement

Seven Ways to Generate a Retirement Paycheck

November 13, 2017

Help your money last with these tips to generate and manage cash flow after you stop working.

Business Owners

Capitalize on the Sustainable Investing Movement

November 8, 2017

Make your business more appealing to socially responsible consumers and investors.

Taxes

2017 Year-End Tax Planning

November 2, 2017

Certain tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals.

Estate

Planning for Your Own Incapacity

October 23, 2017

Alzheimer's disease is the sixth leading cause of death in the U.S., meaning planning for incapacity is just as important as end-of-life planning.

Family

Starting the Wealth Transfer Conversation

October 16, 2017

Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.

Technology

Savvy Steps to Stay Cyber-Safe

October 3, 2017

Defend yourself with simple, everyday practices that can help protect your identity, your accounts and your devices.

Housing

The Upside of Upsizing

September 7, 2017

Empty nesters often simplify life by downsizing. But what if a bigger place with room for several generations really suits you?

Family

Rights and Resources Every Caregiver Should Know

September 6, 2017

First-time caregiver? Here’s how to navigate your rights and resources for the job.

Technology

The Power of Caregiving in the Palm of Your Hand

September 6, 2017

Here's how technology is helping address three common caregiver concerns.

Family

Caregiving in the Sandwich Generation [INFOGRAPHIC]

August 30, 2017

They're caring for aging parents, supporting children, and balancing competing financial interests. Here's who they are and how they're making it work.

Family

Debt is a Four-Letter Word

August 15, 2017

Don’t let debt be the elephant in your relationship.

Housing

Leaving the Vacation Home to Family

August 9, 2017

Tap into available strategies to ensure a smooth transition for those you love.

Business Owners

How Family Offices Are Investing Directly in Businesses

August 4, 2017

There's a potential new investor for business owners seeking to get to the next level.

Education

Paving the Road to Higher Education

July 20, 2017

Know which paths to take to combat rising college costs.

Retirement

Are You Ready for an Encore Career?

July 7, 2017

More and more Americans are going back to work or volunteering after retirement.

Lifestyle

Nine Tips to Live Beyond 100

June 22, 2017

These nine commonalities may lead to a longer, healthier and happier life right where you are.

Retirement

Social Security Provides for You and Your Loved Ones

June 17, 2017

Social Security offers benefits to family members who depend on you, so it’s good to know who is eligible.

Retirement

Don't Let "Sequence of Returns" Risk Ruin Your Plans

June 7, 2017

Consider protective strategies well before you retire.

Retirement

Understanding Social Security Break-Even Points

May 20, 2017

Deciding when to file for Social Security could make a large impact on your lifetime benefit.

Business Owners

Selecting an IRA to Benefit Your Business

May 15, 2017

A sponsored IRA might be just the thing to help your staff save for retirement.

Giving

Be the Change

May 11, 2017

Nonprofits benefit when you invest your time and talent.

Retirement

Retirement Choices Go Global [INFOGRAPHIC]

May 4, 2017

If retiring in an exotic locale appeals to you, you’re in luck, because the options for retiring abroad are expanding.

Education

The Surprising Gift of 529 Plans

March 31, 2017

Not only can giving the gift of education help others, but it can help reduce your tax impact and benefit your overall estate.

Family

Grandparents Are Teachers, Too [INFOGRAPHIC]

March 22, 2017

Surprisingly, millennials and their grandparents share similar attitudes about money. Consider these ways to impart financial wisdom early and often.

Estate

Famous Estate Blunders and How to Avoid Them

March 7, 2017

These celebrities' tales are a strong reminder to review your estate plan before it’s too late.

Lifestyle

You Are What You Think

February 2, 2017

An optimistic outlook can enhance your health, your work and your daily life.

Business Owners

Primed to Sell [INFOGRAPHIC]

January 24, 2017

Consider this calendar of best practices to help ensure your business is primed and ready to sell.

Estate

How to Build a Winning Financial Team

December 28, 2016

Engaging a well-rounded team of professionals and loved ones is essential to making sure that your financial and estate planning bases are covered.

Giving

The Many Faces of Philanthropy

December 5, 2016

The goals are similar, but different generations give back in different ways.

Estate

Preserving Family Wealth

November 21, 2016

Help your family maintain its financial strength from one generation to the next.

Estate

Estate Planning for Low and High Rates

November 15, 2016

Learn more about different estate planning vehicles and how they can help you take advantage of low and high interest rate environments.

Investment Strategy

Key Steps to Building Your Portfolio

November 10, 2016

Revisiting the basics can build confidence in your financial plan in the face of volatility.

Lifestyle

20 Financial Things Couples Should Know

October 27, 2016

Having a solid understanding of your financial status is crucial to planning, budgeting and saving toward your goals.

Retirement

Comparing Your Medicare Coverage Options

September 20, 2016

When it comes to health insurance after age 65, you’ve got options. Let us help you choose a healthcare policy that's right for you.

Investment Strategy

Sustainable Investing is More than Financial Growth

September 7, 2016

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy for investors.

Retirement

Four Smart Withdrawal Strategies

August 15, 2016

Consider the options for tapping into your retirement savings.

Retirement

Are Your Estate and Financial Plans Shock-Proof?

August 11, 2016

Don’t wait until “what if?” becomes “what is.”

Retirement

The Power of Roth

July 26, 2016

Roth IRAs offer great benefits, even for those who think they don't qualify.

Taxes

Can Taxes Scramble Your Nest Egg?

July 20, 2016

Proactive tax planning can help your retirement income last longer.

Retirement

Your Retirement Plan B

June 22, 2016

Take the time to design an alternative retirement plan should retirement come earlier than expected.

Retirement

Shifting from Saving to Spending

June 7, 2016

After years of saving and investing, you now need different strategies to generate retirement income.

Fixed Income

Fixed Income Market Commentary

May 23, 2019

Read the fixed income commentary from Executive Vice President Kevin Giddis.

Goal Planning

Focus on Financial Progress, Not Financial Perfection

May 24, 2019

Incremental steps will get you closer to a healthier financial plan.

Fixed Income

What Do Baby Boomers Have to Do with Interest Rates?

May 23, 2019

Along with geopolitical concerns and 2% inflation expectations, the aging U.S. population contributes to a “lower for longer” interest rate outlook.

Fixed Income

Dig a Little Deeper

May 20, 2019

Read the weekly bond market commentary from Drew O’Neil.

Economy

The Economic Consequences of Trump's Trade Policies

May 17, 2019

Read the weekly economic commentary from Chief Economist Scott Brown.

Family

Keeping It in the Family

May 14, 2019

Give your family the best shot at preserving wealth from one generation to the next.

Fixed Income

Huge or Hype?

May 14, 2019

Read the weekly bond market commentary from Doug Drabik.

Lifestyle

6 Hacks to Boost Your Productivity [INFOGRAPHIC]

May 13, 2019

Streamline your day with these simple suggestions.

Business Owners

Trust in Your Business's Future

May 8, 2019

As you plan for the future of your business, tools and strategies exist to help ease the impact of taxes.

Investment Strategy

5 Signs That This Market Will Push Even Higher [VIDEO]

May 7, 2019

While it’s never easy to watch stocks fall, CIO Larry Adam sees any current weakness in the market as a potential buying opportunity.

Investment Strategy

This Expansion Could Extend Beyond the 2020 Election

May 3, 2019

Hear why CIO Larry Adam believes this positive market environment may last a lot longer than you expect.

Lifestyle

Pursuing Your Passions – Your New Calling

May 1, 2019

Navigated thoughtfully, a career change can be fruitful and rewarding.

Market Updates

The Second Quarter Is off to a Promising Start

April 30, 2019

The S&P 500 has had its best start to a year since 1975 and its second best over the last 75 years.

Family

The Early Vanderbilts Illustrate a Typical Wealth Snag

April 24, 2019

You probably aren’t passing down a railroad empire – but it’s still important to set your heirs up for success.

Education

Saving for K-12 Education with a 529 Plan

April 22, 2019

Learn about using 529 plans for more than just college savings.

Estate

Options for Addressing a Wayward Child in Your Will

April 16, 2019

Every family has its challenges. Learn about estate planning options for addressing a beneficiary that may march to a different drummer.

Market Updates

Millennial Renters: Lifestyle Choice or Financial Need?

April 11, 2019

Is the trend due to financial challenges or lifestyle preferences? A little of both, says Paul Puryear, Vice Chairman of Real Estate Research.

Business Owners

Sorting Through Complicated Compensation Plans

April 9, 2019

For corporate executives, taking the next step toward retirement means managing your earnings in the most tax-efficient way possible.

Family

Thriving with Special Needs

April 9, 2019

With thoughtful planning, you can help ensure the future care of a loved one with a disability.

Retirement

Debunking Social Security Myths [INFOGRAPHIC]

April 4, 2019

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Retirement

The Twists and Turns of Social Security

April 2, 2019

This all-important retirement income source is tricky, especially around times of transition.

Investment Strategy

April 2019 Investment Strategy Quarterly

April 1, 2019

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

Economy

Is There a “Trump Put” on the Market?

April 1, 2019

Many believe that the president’s back-and-forth negotiation and communication tactics, while producing volatility, may limit the potential negative market impact of his policy decisions.

Market Updates

Q&A: What’s in the Cards for Oil?

April 1, 2019

Oil prices “will be meaningfully higher in the second half of 2019,” anticipates Energy Analyst Pavel Molchanov.

Retirement

Social Security Resources

April 1, 2019

Learn more about ways to maximize your benefits and optimize your retirement income strategy.

Goal Planning

It’s Time to Spring Clean Your Finances

March 27, 2019

The springtime tradition of getting your house shipshape applies to your financial house, as well.

Lifestyle

How You Think About Money (and Everything Else) Matters

March 26, 2019

Taking care of yourself financially is crucial – but so is attending to your internal balance. Practice Management Consultant Lori Raiti explains how mindfulness can help.

Lifestyle

Gap Years Aren’t Just for Twenty-Somethings

March 25, 2019

Learn why working adults are choosing to hit pause mid-career.

Giving

The Arts Mean Business

March 21, 2019

Make no mistake – supporting the arts has benefits for our communities, the economy, our tax bills and more.

Lifestyle

Aging Isn’t What It Used to Be

March 20, 2019

In a brave new world, technology is adding to quality of life.

Taxes

Protect Yourself and Your Parents from Tax Fraud

March 14, 2019

Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.

Giving

The Art of Giving

March 12, 2019

Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind.

Technology

The Sustainable Charge: It Goes Far Beyond EVs [AUDIO]

March 7, 2019

Regulations and social conscience both play a role, but it’s economics that are truly driving sustainable change, says Energy Analyst Pavel Molchanov.

Estate

Estate Planning Challenges for Heirs in America

March 5, 2019

International families are often unaware of planning challenges they may face when leaving wealth to beneficiaries in the United States.

Economy

Which Current D.C. Headlines Matter to Markets? [AUDIO]

February 21, 2019

Short term, it’s trade news, says Washington Policy Analyst Ed Mills. Looking further ahead, it’s the debt ceiling that investors will be watching.

Estate

Should Your Estate Plan Address Addiction?

February 20, 2019

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.

Lifestyle

What’s Next for Healthcare and Drug Pricing? [AUDIO]

February 14, 2019

“It’s an incredibly complicated industry,” acknowledges Healthcare Policy Analyst Chris Meekins. For many people, it can be “really difficult […] to understand what’s going on.”

Taxes

Opportunity Blooms in Tax Season

February 12, 2019

Whether you get a refund, or end up owing, you have options.

Family

Why “Bring Your Child to Work Day” Is so Important

February 5, 2019

When you bring a child to work, you introduce them to a whole new world – and a new side of you.

Business Owners

A Perfectly Timed – and Planned – Exit

February 4, 2019

Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.

Business Owners

6 Ways to Build Business Resilience

February 1, 2019

Play to your strengths to run a lean company.

Retirement

Sorting Through the Benefits of Retirement

January 30, 2019

Take a look at how your retirement benefits can replace your workplace paycheck.

Housing

Rightsizing Your Home for Retirement

January 29, 2019

How to find a forever home that’s the perfect fit for your needs.

Taxes

Is It Time to Bust a (Tax) Move?

January 25, 2019

New federal tax rules may pique an interest in moving to a tax-friendlier state.

Investment Strategy

2019 Outlook: What Lies Ahead? [INFOGRAPHIC]

January 23, 2019

Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.

Taxes

Laying the Groundwork for Tax Season

January 17, 2019

Smart moves at the beginning of tax season can help get your financial house in order.

Investment Strategy

10 Themes That Will Dictate the 2019 Markets

January 15, 2019

What can investors expect from the financial markets this year? Chief Investment Officer Larry Adam offers his perspective.

Investment Strategy

Stocks Poised to Shake off Their 2018 Declines [VIDEO]

January 15, 2019

All signs point to a stronger year for equity investments, says Chief Investment Officer Larry Adam.

Technology

Let’s Talk Privacy, Tech Toys and Tax Fraud [AUDIO]

January 9, 2019

Want to keep your personal information and identity secure? Andy Zolper, Chief Information Security Officer, offers actionable tips.

Economy

2019 Washington Policy: From Tailwinds to Headwinds

January 2, 2019

With the election behind us, Washington turns its focus to legislative dynamics and what areas might see meaningful progress in a divided Congress.

Market Updates

2019 Energy: Fundamentally Bullish Oil Market

January 2, 2019

Last year was volatile for the global oil markets, but short-term gyrations should not obscure the bullish bigger picture.

Economy

2019 Economy: Recession Possible but Not Likely

January 2, 2019

While fiscal stimulus should provide near-term support, labor market conditions, Fed policy and trade uncertainty add complexities.

Giving

Face to Face Philanthropy

December 26, 2018

When it comes to giving, volunteering gets to the heart of the matter.

Technology

Be Smarter Than Your New Smart Gadgets

December 21, 2018

Does your holiday wish list include something that might jeopardize your personal information?

Economy

Chinese Hackers Charged; Trade Fight Continues

December 20, 2018

Washington Policy Analyst Ed Mills discusses what the indictment means for the ongoing U.S.-China trade conflict.

Economy

Looming Gov’t Shutdown Largely a Negotiating Tactic

December 17, 2018

A December 21 government shutdown should not elicit a market reaction from investors, says Washington Policy Analyst Ed Mills.

Investment Strategy

All We Want for New Year's [INFOGRAPHIC]

December 12, 2018

What's on the market's wish list for 2019? Chief Investment Officer Larry Adam provides a festive perspective.

Retirement

Don’t Fall Prey to These Common Planning Errors [AUDIO]

December 11, 2018

“Health and wealth are so intertwined,” shares Frank McAleer, head of Wealth Planning – so be sure both are accounted for in your financial plan.

Taxes

2018 Year-End Tax Planning Resources

December 7, 2018

Prepare for tax season and keep your portfolio aligned with your short- and long-term goals.

Fixed Income

Why Is Everyone Talking About the Yield Curve? [VIDEO]

December 6, 2018

Senior Fixed Income Strategist Doug Drabik explains which part of the curve is inverted and what it might suggest about a future recession.

Fixed Income

1-Minute Refresher: What Is the Yield Curve? [VIDEO]

December 6, 2018

Senior Fixed Income Strategist Doug Drabik clarifies what “yield curve” refers to and what it means if the curve inverts.

Investment Strategy

How to Handle Market Volatility

December 4, 2018

It's natural to be nervous when the markets head toward volatile territory. Keep a positive perspective with these resources.

Taxes

Prep Now, Fret Less

December 3, 2018

Don’t procrastinate when it comes to prepping for tax season.

Investment Strategy

Are You Sabotaging Your Portfolio’s Success? [AUDIO]

November 27, 2018

Don’t make investing more complicated than it needs to be.

Giving

The Timeless Tradition of Charitable Giving

November 26, 2018

As 2018 wanes, consider the many ways charitable giving can brighten a holiday season.

Market Updates

Stock Indices Rattled by Tech Sector Woes

November 19, 2018

Concerns over trade, faltering technology sales and fears around possible regulation of data are weighing heavily on markets this week.

Economy

What Will This Split Congress Serve Up in 2019? [VIDEO]

November 9, 2018

Investigations, infrastructure and immigration will all be on the table, says Washington Policy Analyst Ed Mills.

Economy

The Results Are In: It’s a Mixed Signal Election

November 7, 2018

As anticipated, Republicans kept a Senate majority and the Democrats regained the House. Washington Policy Analyst Ed Mills explains what’s next.

Business Owners

Welcoming Your Next Employee

November 5, 2018

How can your business attract, hire and retain good talent?

Economy

What Can We Expect from the Midterm Elections? [AUDIO]

October 30, 2018

Washington Policy Analyst Ed Mills discusses the upcoming election, the possibility of additional tax cuts and recent international policy moves.

Investment Strategy

Approach Volatility by Taking a Step Back

October 26, 2018

When markets react, consider a broader historical perspective before changing your financial course.

Lifestyle

9 Simple Ways to Invest in You, Inc.

October 25, 2018

Don’t overlook the benefits of nurturing your career.

Taxes

Your Year-End Tax Planning Checklist

October 24, 2018

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.

Investment Strategy

Maneuvering Through an Unpredictable Market

October 23, 2018

Review how to better prepare your portfolio for a downturn – and how to take advantage of one if it occurs.

Lifestyle

COLA vs. Cola [INFOGRAPHIC]

October 18, 2018

How do cost-of-living adjustments stack up against the price of a can of cola?

Investment Strategy

6 Things to Know to Weather a Market Downturn

October 11, 2018

It’s natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.

Retirement

Navigating Medicare [INFOGRAPHIC]

October 9, 2018

Review this roadmap to help you navigate through the Medicare enrollment process.

Retirement

Making the Most of Medicare's Open Enrollment Period

October 4, 2018

With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.

Lifestyle

Preserving Your Legacy While Protecting Your Privacy

October 3, 2018

Carefully sharing your information can help you stay prepared and protected.

Economy

How Shifting Demographics Are Affecting Housing Demand

October 2, 2018

Paul Puryear, Director of Real Estate Research, analyzes the current state of the U.S. housing market.

Economy

All Eyes on the Capitol as Midterms Approach

October 2, 2018

Ed Mills, Washington Policy Analyst, Equity Research, surveys the current political landscape and the upcoming midterm election.

Retirement

Medicare Resources

September 30, 2018

Rising healthcare costs are a primary concern of retiring investors. Learn more about your Medicare options with these informational resources.

Taxes

Decoding the New Tax Code

September 26, 2018

Do you know which itemized deductions and credits made the cut?

Education

Which Education Expenses Are Considered Qualified?

September 25, 2018

Learn more about what the savings in a 529 plan can help pay for.

Taxes

After Disaster, Homeowners Face Challenging Tax Changes

September 20, 2018

The new tax law includes adjusted limits for homeowners looking to deduct losses from natural disasters.

Estate

Get to Know Special Needs Trusts

September 19, 2018

Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance.

Family

Unique Challenges Require a Tailored Plan [VIDEO]

September 18, 2018

It takes a personalized, holistic approach to develop the right financial plan for an individual with special needs or a disability.

Lifestyle

Natural Disaster Preparation and Recovery Resources

September 16, 2018

When storms, floods or fires occur, proactive planning and awareness of relief options can ease the recovery process for your family and business.

Lifestyle

Before Natural Disaster Strikes

September 11, 2018

Preparing for an unexpected storm, flood or fire can help protect both your personal and financial well-being.

Education

How Do College Savings Affect Aid Eligibility?

September 5, 2018

Learn more about how savings contributions affect your student's financial aid eligibility.

Market Updates

Summer Fades as Domestic Stocks Gain

September 4, 2018

While major U.S. equity indices pushed higher in August, investors remain concerned about trade and foreign policy.

Estate

Did You Know 529s Are Powerful Estate Planning Tools?

August 29, 2018

These versatile savings accounts might be the estate planning vehicle you need to learn about.

Economy

Turkey: Impact Is More Political Than Economic [VIDEO]

August 27, 2018

Chief Economist Scott Brown explains that Turkey represents only one piece of the emerging market picture.

Estate

How Much or How Little the Kids Inherit

August 21, 2018

How to have a valuable family conversation about your estate.

Estate

Choosing the Trustee for a Special Needs Trust

August 15, 2018

When selecting who should take on this important role, there are several factors you should consider.

Lifestyle

How to Fight Financial Fraud

August 14, 2018

Financial fraud is on the rise, but it’s possible to outsmart scammers.

Estate

Who Gets What, When?

August 8, 2018

It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.

Lifestyle

The DNA of Wildly Successful People

July 31, 2018

Check out six traits that successful people have in common.

Retirement

Redefining Your Retirement

July 25, 2018

Today’s retirees are choosing from a variety of retirement styles. What’s yours?

Economy

Will Midterms Mean Majority Shift, Market Lift? [VIDEO]

July 24, 2018

Washington Policy Analyst Ed Mills discusses the impact that November elections will have on policy issues and market stakeholders.

Lifestyle

Post-Disaster Relief Resources

July 17, 2018

In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.

Economy

Have Markets Feasted on Rule Rollbacks? [VIDEO]

July 10, 2018

Washington Policy Analyst Ed Mills explores the motivations behind equity markets' surge over the last two years.

Market Updates

What Rising Oil Prices Mean for Energy Investors

July 2, 2018

Pavel Molchanov, Energy Analyst, Equity Research, examines rising oil prices and their effect on energy industry stakeholders.

Economy

Squaring Off in a High-Stakes Global Game

July 2, 2018

Chris Bailey, European Strategist, Raymond James Euro Equities, discusses the state of geopolitical affairs around the globe.

Family

Five Summer Money Lessons for Kids

June 21, 2018

Easy ways to teach your kids and grandkids about basic financial management.

Investment Strategy

How to Beat the Market Heat

June 19, 2018

When volatility hits, keep a cool head and consider taking advantage of potential opportunities.

Lifestyle

Live Longer, Live Better

June 18, 2018

Three little questions can have big implications on your quality of life in retirement.

Retirement

Where Your Retirement Money Goes [INFOGRAPHIC]

June 16, 2018

As you consider a long, happy retirement, give some thought to the largest aspects of your budget. Where your money actually goes may surprise you.

Economy

The Fed Dials Up Interest Rates by 0.25%

June 13, 2018

The quarter-point hike sets the target rate between 1.75 percent and 2 percent. Chief Economist Scott Brown discusses implications.

Market Updates

What Are Market Experts Watching Right Now? [VIDEO]

June 12, 2018

Chief Portfolio Strategist Nick Lacy, CFA, discusses the various challenges currently facing financial markets.

Retirement

Where Medicare Falls Short

June 6, 2018

Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn’t cover everything.

Lifestyle

10 Common Scams and How to Avoid Them

June 4, 2018

Familiarize yourself with these common swindles, often targeting retirees.

Market Updates

May, Moderation and Manufacturing

May 31, 2018

The S&P 500, Dow and NASDAQ indices ended May in positive territory, although the Dow has slipped into the red year to date as we begin June.

Housing

Rise of the Senior Move Manager

May 29, 2018

More people are discovering a relatively new industry that helps retirees downsize.

Business Owners

Virtual Moats Proactively Protect your Assets

May 17, 2018

Owning a business can have great rewards, but also great risk. Learn more about how to protect those rewards.

Family

The Realities of Remarriage

May 1, 2018

A new union can and should change your financial picture.

Lifestyle

Should You Consider a Pet Trust?

April 19, 2018

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

Taxes

Mitigating the Medicare Surtax

March 6, 2018

Smart strategies can help high-income earners reduce their Medicare taxes and overall tax bill.

Travel

Winter Wanderlust

February 23, 2018

Starting to plan for the next holiday season? Consider having yourself a merry little getaway.

Lifestyle

The Unofficial Field Guide to the American Snowbird

February 20, 2018

Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one.

Business Owners

E-Commerce: The New "E" in Success

February 2, 2018

From 2016 to 2020, online retail is expected to grow by 12%.

Family

Dealing with Divorce

February 1, 2018

Parting ways with a spouse can be stressful and challenging, and navigating the process requires careful planning.

Family

The Professional Parent

January 30, 2018

Modern moms juggle the demands of parenthood and a full-time career.

Estate

Eight Estate Planning Essentials

January 20, 2018

Review eight of the different documents you may need to prepare for yourself and your family.

Housing

Frequently Used Services for Retirees at Home

January 15, 2018

From physical therapists to visiting nurses, a host of professionals can facilitate the comfort of remaining in familiar surroundings.

Housing

Continuing Care Retirement Communities (CCRCs)

January 15, 2018

CCRCs offer a continuum of care for the duration of one’s retirement – from independent living to assisted living to skilled nursing.

Housing

Skilled Nursing Facilities

January 15, 2018

Serious healthcare needs may call for more attentive, hands-on accommodations.

Goal Planning

Visualize Your Future

December 25, 2017

No matter where you are in life, you have probably thought about what you might like to do with your future. Achieving your vision for the future requires planning.

Business Owners

Essential Questions for Business Owners

November 13, 2017

Do you have all the answers? Ask your advisor.

Lifestyle

The Year-Round Race for Your Holiday Shopping Dollars

November 9, 2017

The secrets behind the year-round, world-wide business of the American holiday shopping season.

Women Investors

Rise of the Female Breadwinner

November 8, 2017

More women have become economic forces within the modern workplace.

Retirement

Do Risk and Retirement Mix?

October 31, 2017

Adding more stocks to your income plan may help offset low interest rates and inflation.

Retirement

Social Security Increases Benefits by 2.0% for 2018

October 18, 2017

More than 66 million Americans will see the 2.0% increase in their payments beginning in January of 2018.

Taxes

Year-End Tax Planning on the Verge of Reform

October 16, 2017

As the White House and Congress mull over potential tax changes, consider these actionable strategies.

Lifestyle

Should You Hop on the Goodie Box Train?

September 21, 2017

Take a peek inside the subscription commerce boom.

Technology

Food Technologies Give Consumers Plenty to Chew On

September 6, 2017

Technology has already changed the way we purchase nonperishable goods. Now, consider how it may alter how we purchase, prepare and consume food.

Family

What Your Loved One Needs Now, What You'll Need Later

September 6, 2017

Dialogue and documentation to help you provide the care your loved one desires and plan for your own needs in the future.

Estate

"No Kids" Shouldn't Mean "No Estate Plan"

September 5, 2017

Estate planning can feel overwhelming for individuals without children or close family members. Here are a few steps you should take, even in the face of uncertainty.

Family

Telemedicine: Care That's Connected

August 24, 2017

From waiting room to living room — how telehealth is giving caregivers a helping hand.

Family

How to Combat Compassion Fatigue

August 15, 2017

Caregiver burnout affects millions. Here’s how to fight it.

Goal Planning

To Be or Not to Be – in Debt

August 4, 2017

Weigh these factors first when considering when to borrow.

Business Owners

Your Business Deserves an "Estate Plan"

August 4, 2017

Drafting a succession plan now can help your business stand the test of time.

Investment Strategy

Sustainable Investing Resources

July 11, 2017

Learn how to make a positive impact on society and the environment while potentially improving the risk and return characteristics of your portfolio.

Technology

Simple Tips for Securing Your Computer

June 29, 2017

Andy Zolper, Chief IT Security Officer, provides suggestions for how investors can improve their personal computer security.

Retirement

How Taxes Affect Social Security

June 19, 2017

When you plan for retirement, it’s important to consider how Social Security is taxed to know how much retirement income you’ll actually have.

Economy

The Rise and Fall of Manufacturing Jobs [VIDEO]

June 15, 2017

Explore why changing demographics mean there won’t be a manufacturing renaissance, and learn where job growth is shifting.

Education

Investing in Potential

May 24, 2017

529 education savings plans are more versatile than you may think.

Lifestyle

Small Steps to a Better You

May 16, 2017

Small investments in your physical and mental health may really pay off.

Technology

What to Do When You've Been Hacked

May 14, 2017

You've received the ominous message that your account has been compromised. Now what?

Retirement

Tune In to Levels of Control

May 10, 2017

Know what you can tweak to find your ultimate retirement income mix.

Estate

Don't Forget About Digital Assets

April 12, 2017

Avoid unnecessary headaches by keeping digital assets in mind when planning for your estate.

Investment Strategy

Six Myths About Sustainable Investing

March 23, 2017

While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.

Life Events

Planning for the Unplanned

March 8, 2017

No one plans on getting sick or becoming disabled, but ironically, planning for these potential life-altering events is exactly what you should be doing.

Family

Alzheimer’s and Dementia Resources

March 6, 2017

Dementia and Alzheimer’s can be physically and emotionally tolling for everyone involved. Review the resources below to learn more about how you can detect early signs or cope with caregiver stress.

Retirement

Retirement Readiness by the Decades

February 1, 2017

Whether you're in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.

Estate

It's Time to Review Your Estate Planning Basics

January 18, 2017

Beginners and billionaires alike should refresh their knowledge of these basic estate planning terms and concepts.

Giving

Generosity Within Limits

December 22, 2016

Make the most of your giving nature with this quick tax refresher.

Travel

Unplugging Your Vacation

November 29, 2016

Relax and recharge on your next getaway by taking a break from technology.

Giving

Better to Give Than Receive

November 21, 2016

An act of generosity can benefit the benefactor, too.

Retirement

Medicare Updates for 2017

November 15, 2016

Review the increases to Medicare premiums and deductibles taking effect next year.

Taxes

Five Year-End Tax Strategies in a Volatile Market

November 9, 2016

From tax-loss harvesting to Roth conversions, these end of year moves can provide a boost to your plan.

Giving

Planning to Give

September 26, 2016

Choosing wisely among an array of giving vehicles can help you make the most of your donations, both for the causes you donate to and yourself.

Housing

Home, Green Home

September 15, 2016

A look at the latest ways to reduce dependence on the grid and what types of savings they bring.

Family

Five Tips for First-Time Grandparents

August 26, 2016

Sharpen these skills to excel in your new role.

Business Owners

Ready or Not - What to do When it is Time to Sell

August 11, 2016

Don’t let sudden wealth from selling your business take you by surprise.

Business Owners

“Smart” Debt can Help Build your Business

August 10, 2016

Borrowing can be harmful, but the key to success is understanding how to use debt wisely.

Housing

Declutter Your Retirement

July 20, 2016

Downsizing and minimizing clutter can be liberating when you make more room for your future.

Lifestyle

Nine Ways to Boost Your Brain Power

July 6, 2016

Try your hand at these nine mental workouts to stay sharp and get the most out of your retirement years.

Travel

The Traveling Intellectual

June 15, 2016

Travelers have long recognized the value of expanding the mind, while delighting the senses through adventurous experiences both at home and abroad.

Giving

Giving with Confidence This Holiday Season

September 21, 2015

A little research can help ensure your donations are put to good use.