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Lifestyle

COLA vs. Cola [INFOGRAPHIC]

October 18, 2018

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

Taxes

2018 Year-End Tax Planning Resources

October 15, 2018

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

Investment Strategy

If You Can Keep Your Head When All About You Are Losing

October 15, 2018

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

Market Updates

The Roller-Coaster Return of Episodic Volatility

October 12, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, analyzes the market's recent pullback and discusses what investors might expect moving forward.

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.

Market Updates

When Markets Shift, Don’t Let Emotion Drive [VIDEO]

October 10, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, reminds investors that periodic downturns are normal.

Retirement

Navigating Medicare [INFOGRAPHIC]

October 9, 2018

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

Fixed Income

A Buying Opportunity

October 9, 2018

Read the weekly bond market commentary from Drew O’Neil

Economy

NAFTA 0.8, Employment, & the Fed

October 8, 2018

Read the weekly economic commentary from Chief Economist Scott Brown.

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.

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.

Market Updates

U.S. Stocks Deliver a Strong Quarter

October 1, 2018

The broad-market S&P 500 posted its best quarter in almost five years, up over seven percent.

Goal Planning

Tackle Year-End Deadlines and Look Ahead to 2019

September 27, 2018

With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide.

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.

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.

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.

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.

Investment Strategy

How Corporate Earnings Power the Stock Market

July 2, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, examines the current headwinds and tailwinds facing U.S. equities in the wake of high earnings growth.

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.

Investment Strategy

July 2018 Investment Strategy Quarterly

July 2, 2018

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

Economy

Trade War: Negotiation Tactic or Eventuality? [VIDEO]

June 28, 2018

Washington Policy Analyst Ed Mills discusses tariff headlines and factors affecting the resolution timeline.

Goal Planning

Strive Toward Success This Summer

June 26, 2018

Take some time this summer to review your financial progress, set new goals and tie up loose ends.

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.

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.

Fixed Income

Why Affluent Investors Turn to Bonds [VIDEO]

May 23, 2018

Even given the new, lower tax brackets, Ted Ruddock, Head of High Net Worth, Fixed Income Services, sees wealthy investors allocating to municipals.

Economy

Trade War on Hold – At Least for Now

May 21, 2018

Washington policy analyst Ed Mills discusses the latest trade negotiations between the U.S. and China.

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.

Business Owners

Ensure and Enhance Your Business

May 15, 2018

Four reasons to incorporate insurance into your business planning process.

Family

Caregiver Connections

May 9, 2018

Whether in-person or online, connections fostered among caregivers provide long-range benefits.

Family

Nurturing Moneywise Children

May 7, 2018

Teach your children to treasure their financial legacy.

Family

The Realities of Remarriage

May 1, 2018

A new union can and should change your financial picture.

Market Updates

April Overview: Running in Place

April 30, 2018

Heading into May, markets will likely see even more back-and-forth action as interest rates rise, though earnings could provide a boost.

Business Owners

Sorting Through Complicated Compensation Plans

April 25, 2018

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

Retirement

Social Security Myths and Misconceptions

April 24, 2018

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

Retirement

Planning for Social Security [VIDEO]

April 19, 2018

Kevin McGarry of Nationwide Retirement Institute answers some of the most common questions about Social Security.

Retirement

Five Considerations for Your Social Security Strategy

April 19, 2018

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

Family

Sandwich Generation by the Numbers [INFOGRAPHIC]

April 15, 2018

On average, these hardworking caregivers spend 25 hours per week assisting their loved ones.

Retirement

Nine to Five, Beyond 65

April 10, 2018

Why more and more retirees aren’t actually leaving the workplace

Market Updates

March's Market Noise Continues

April 2, 2018

Despite the market noise, a healthy backdrop exists for the U.S. equity markets and economy.

Economy

Regulatory Reform Q&A

March 29, 2018

Ed Mills, Washington Policy Analyst, discusses the current political environment, dominated by policy and personnel turnover in Washington, and potential headwinds for the markets.

Fixed Income

The Bond Market Tug of War

March 29, 2018

Doug Drabik, Senior Strategist, and Nick Goetze, Managing Director, share how interest rates are influenced by a set of competing forces.

Market Updates

U.S. Earnings Are Pillars of Support

March 29, 2018

Joey Madere, Senior Portfolio Strategist, Equity Portfolio & Technical Strategy, expects continued growth for earnings throughout 2018.

Economy

Trade War or Message War?

March 23, 2018

Washington Policy Analyst Ed Mills addresses the new executive memo targeting Chinese trade policies.

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

It’s Time to Spring Clean Your Finances

March 21, 2018

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

Retirement

Four Reasons to Consider a Roth IRA

March 15, 2018

Taking personal responsibility in planning your financial future is more important than ever.

Family

Achieving a Better Life Experience

March 14, 2018

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

Taxes

Double-Check Before Filing Your IRS Return

March 6, 2018

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.

Taxes

Opportunity Blooms in Tax Season

March 2, 2018

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

Taxes

Three Ideas for When the IRS Owes You

March 2, 2018

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

Taxes

Strategies for Paying an Unexpected Tax Bill

March 2, 2018

If you're surprised by a tax bill, consider ways to pay without interrupting your financial plan.

Family

Playing Parent to Your Parents

March 1, 2018

Should the time come, you may need to step in to help preserve your parents' lifestyle and legacy.

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.

Retirement

Social Security Basics

February 15, 2018

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

Investment Strategy

This Market Decline is "Very Normal" [VIDEO]

February 9, 2018

Chief Portfolio Strategist Nick Lacy, CFA, walks through the drivers and implications of the recent market volatility.

Investment Strategy

Undercut Lows Can Be Painful

February 9, 2018

Senior Research Associate Andrew Adams, CFA, CMT, weighs in on where markets stand after Thursday’s drawback.

Investment Strategy

A Historic View of Volatility

February 6, 2018

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

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.

Market Updates

Equities Notch Gains in January

January 31, 2018

The year started off strong on the heels of solid earnings, economic growth and tax reform, but as January came to a close, domestic stocks experienced some turbulence

Family

The Professional Parent

January 30, 2018

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

Economy

And We're Back (At Least for Three Weeks)

January 23, 2018

Ed Mills, Washington Policy Analyst, notes that the federal government is set to reopen as Congress has reached a funding deal through February 8.

Market Updates

Stocks Overbought for Short Term

January 23, 2018

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the roaring start equities have had in 2018.

Economy

The Government Shut Down – Now What?

January 22, 2018

Ed Mills, Washington Policy Analyst, dissects key areas of congressional disagreement and likely next steps.

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

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.

Investment Strategy

Investment Strategy Quarterly 2018 Outlook

January 10, 2018

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Investment Strategy

2018 Outlook: Unprecedented Territory

January 3, 2018

Major macro factors affecting the economy and financial markets over the next six to twelve months include tax reform, U.S. earnings growth, economic growth, Federal Reserve policy, and geopolitical uncertainty.

Goal Planning

Start the New Year with an Organized Outlook

December 26, 2017

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

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.

Goal Planning

12 Resolutions for 2018

December 19, 2017

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

Economy

Awaiting Tax Reform [VIDEO]

December 18, 2017

Chief Economist Scott Brown weighs in on the forthcoming tax bill.

Economy

Tax Reform More Likely After Senate Election Result

December 13, 2017

The Alabama election result may lead to a tax bill by end of next week, suggests Ed Mills, Washington Policy Analyst.

Fixed Income

The Fixed Income Conundrum [VIDEO]

December 6, 2017

Nick Goetze, Managing Director, Fixed Income Services, discusses low interest rates and year-end strategies for fixed income investors.

Market Updates

Bullish Tone Persists as Tax Proposals Advance

November 28, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses quarterly earnings and the influence of political initiatives on the equity market.

Family

The Family Holiday Huddle

November 20, 2017

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

Technology

Don't Let Thieves Ruin Your Holiday Season

November 14, 2017

Learn how to protect your identity when shopping online.

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.

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.

Market Updates

Markets Rise as Rally Continues for October

October 31, 2017

The S&P 500’s upward trajectory has slowed since the beginning of the month, but U.S. stocks remain strong overall.

Market Updates

Equities Advance Easily as Tax Debate Continues

October 31, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses earnings growth, technical trends, and the potential for tax reform.

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.

Estate

Estate Planning Challenges for Heirs in America

September 25, 2017

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

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

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

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.

Investment Strategy

The Path to Your Financial Future [INFOGRAPHIC]

June 6, 2017

Understanding each type of investor may lend clarity to periodic market volatility.

Education

Investing in Potential

May 24, 2017

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

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.

Economy

French Presidential Election Results

May 8, 2017

Chris Bailey, European Strategist, discusses centrist Emmanuel Macron's election victory over populist Marine Le Pen.

Market Updates

Healthy Consolidation and Elevated Volatility

April 28, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent equity pullback and increasingly cautious investor sentiment.

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.

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.

Economy

Cautious Optimism for the Economy [VIDEO]

March 1, 2017

Scott Brown Ph.D., Chief Economist, discusses recent economic data and expectations for interest rate increases.

Lifestyle

You Are What You Think

February 2, 2017

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

Market Updates

Is Dow 20,000 a Reason to Celebrate?

January 25, 2017

Andrew Adams, Market Strategist, comments on the index's historic high and whether this milestone will have a long-term impact on markets.

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.

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

Generosity Within Limits

December 22, 2016

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

Giving

The Many Faces of Philanthropy

December 5, 2016

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

Family

Caring for Your Loved One: The Three Stages of Decline

December 4, 2016

If you suspect a loved one is experiencing cognitive decline, it’s critical to discuss financial, legal and caregiving plans immediately.

Market Updates

Technicals Suggest Positive Market Environment

November 23, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, comments on the recent equity rally and market conditions moving into 2017.

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.

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.

Market Updates

Market Weakness May Provide Investor Opportunity

October 20, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses how current economic conditions may support a bullish bias for equities.

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.

Family

Five Tips for First-Time Grandparents

August 26, 2016

Sharpen these skills to excel in your new role.

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.

Family

Creating the Financial Plan for Those with Dementia

May 17, 2016

To help guide you through the process, researchers at the Massachusetts Institute of Technology (MIT) AgeLab developed a five-topic framework to discuss financial planning and Alzheimer’s disease.

Estate

Looking After Your Modern Legacy

April 25, 2016

What you pass on can include digital assets and hard-earned wisdom.

Family

Five Alzheimer's Myths Busted [INFOGRAPHIC]

April 18, 2016

There are many theories about Alzheimer's. Learn which ones are busted in this infographic.

Retirement

Celebrate Financial Literacy Month During April

March 29, 2016

Celebrate Financial Literacy Month by brushing up on some of the fundamentals behind sound financial planning.

Education

Get to Know 529s

March 21, 2016

It’s never too early to start saving for your child’s or grandchild’s education with a 529 plan.

Business Owners

Networking in the Real World

February 23, 2016

For better or worse, networking is a large part of growth in the business world.

Women Investors

Baby-Proofing Your Finances

February 2, 2016

Review this checklist and prepare for parenthood with open eyes and special financial care.

Lifestyle

Eight Ways to Broaden your Flock of Friends

January 15, 2016

Positive social interaction is essential to a healthy and fulfilling retirement.

Investment Strategy

What Job Growth Means to You and the Economy

December 8, 2015

When more people enter the workforce, the job market grows and everyone wins. Here are six reasons why.

Technology

Protecting Your Information Against Growing Risks

October 22, 2015

Andy Zolper, Chief IT Security Officer, discusses how to keep your information safe in the age of booming technology.

Giving

Giving with Confidence This Holiday Season

September 21, 2015

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

Giving

Giving Feels Good...For Several Reasons

November 4, 2014

Charitable giving can reduce your tax burden and also provide a sense of satisfaction by benefiting your favorite causes.

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.

Economy

Rate Expectations

October 15, 2018

Read the weekly economic commentary from Chief Economist Scott Brown.

Fixed Income

Trading or Investing

October 15, 2018

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

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.

Market Updates

All Eyes on Equity Indices as Volatility Reappears

October 11, 2018

Concerns about rising interest rates, trade disputes and the technology sector contributed to declines for all three major U.S. stock indices.

Investment Strategy

How to Handle Market Volatility

October 10, 2018

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

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.

Retirement

Correcting Your Course

October 8, 2018

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

Investment Strategy

Changes

October 8, 2018

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

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.

Investment Strategy

October 2018 Investment Strategy Quarterly

October 2, 2018

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

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.

Technology

Cybersecurity Awareness

October 1, 2018

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

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.

Economy

A Turn for the Worse in the China Trade Fight?

September 17, 2018

Washington Policy Analyst Ed Mills addresses the likelihood of the tariff dispute continuing beyond November midterms.

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.

Market Updates

Is This Actually the Longest Bull Market in History?

August 22, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, discusses whether we've reached a new market milestone – and if it should even matter.

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.

Market Updates

Uncertainty Ahead as August Begins?

July 31, 2018

Despite noise from headline news, all the major domestic equity indices were up for the month of July.

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.

Market Updates

Upbeat End to Raucous Quarter

July 2, 2018

Despite end-of-the-month volatility, all of the major domestic equity indices were up for the second quarter.

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.

Retirement

Social Security Resources

June 30, 2018

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

Market Updates

Stellar Fundamentals, but Trade Concerns Abound

June 27, 2018

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses tariff tensions and equity market conditions.

Estate

Why Skipping a Generation Can Be a Good Thing

June 25, 2018

Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way.

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.

Retirement

Medicare Resources

June 1, 2018

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

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.

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.

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.

Life Events

Surviving, Then Thriving

May 15, 2018

When facing the inevitable, it may help to take time to deal with the practical details beforehand.

Fixed Income

With Yields at 3%, Where Do Rates Go from Here? [VIDEO]

May 14, 2018

Ted Ruddock, Head of High Net Worth, Fixed Income Services, explains how higher Treasury rates are impacting investor behavior.

Business Owners

Trust in Your Business's Future

May 8, 2018

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

Retirement

Protecting Your Social Security Payout

May 3, 2018

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

Family

A Brighter Financial Future

May 1, 2018

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

Market Updates

Despite Solid Earnings, Poor Reactions Prevalent

April 26, 2018

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, notes the market's lackluster response to a so-far very strong first quarter.

Economy

"Tapping the Brakes" with Rate Increases [VIDEO]

April 25, 2018

Chief Economist Scott Brown walks through what he thinks investors will see from the Federal Reserve in the coming months.

Retirement

Debunking Social Security Myths [INFOGRAPHIC]

April 24, 2018

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

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.

Economy

Why Tariffs “Don't Make Sense, Economically” [VIDEO]

April 16, 2018

Chief Economist Scott Brown addresses trade war headlines and the markets’ recent reaction pattern.

Giving

The Art of Giving

April 10, 2018

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

Investment Strategy

What's Behind These Market Swings? [VIDEO]

April 5, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, considers a market rally possible if a reprieve in trade headlines is seen.

Investment Strategy

April 2018 Investment Strategy Quarterly

April 2, 2018

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Investment Strategy

Frenetic February & Manic March

March 29, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, reflects on 2017 and the return to normality that February’s market pull-back represents.

Market Updates

Loud Noises and the Return of Volatility

March 29, 2018

Nicholas Lacy, CFA, Chief Portfolio Strategist, reflects on how markets adjusted to increased uncertainty in the first quarter.

Investment Strategy

Shellshocked by Volatility: 1Q in Review

March 29, 2018

Market-affecting factors for the coming months include interest rates, earnings growth, inflation, monetary policy, and global economic growth.

Market Updates

Tariff Response Presents Buying Opportunity

March 22, 2018

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, sees the current volatility as an opening for patient buyers.

Investment Strategy

Secular Bull Markets Don't Die of Old Age [VIDEO]

March 21, 2018

Chief Investment Strategist Jeff Saut foresees no dramatic turnaround in the current bull market conditions.

Education

Studying Abroad with 529 Plans

March 19, 2018

Consider whether this savings account can help cover your international education costs.

Family

Thriving with Special Needs

March 14, 2018

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

Taxes

Mitigating the Medicare Surtax

March 6, 2018

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

Economy

Sorting Through the “Trade War” Headlines

March 6, 2018

Washington Policy Analyst Ed Mills discusses the President's recent comments on steel and aluminum imports.

Taxes

Tax Season Resources

March 2, 2018

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

Taxes

Laying the Groundwork for Tax Season

March 2, 2018

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

Retirement

Risk Management Demystified

March 1, 2018

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

Market Updates

Healthy Beginning to the Rebuilding Phase

February 27, 2018

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses fourth quarter earnings and the early February pullback.

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.

Retirement

Retirement Readiness Takes Getting in Step

February 14, 2018

Many couples don't agree on when, where or how they're going to retire.

Economy

Budget Deal Paves Way for Additional Fiscal Stimulus

February 9, 2018

Washington Policy Analyst Ed Mills details the new budget agreement passed by Congress.

Market Updates

Expect Short-Term Volatility; Be Selective and Patient

February 8, 2018

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, reviews this week's market fluctuations.

Investment Strategy

Considerations for Shifting Markets

February 5, 2018

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

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.

Business Owners

A Healthy Choice

January 31, 2018

Health plans are the top benefit choice among employees.

Investment Strategy

The Markets Charge Forward [VIDEO]

January 25, 2018

Andrew Adams, CFA, CMT, Senior Research Associate discusses the bull market and potential disruptors in the coming months.

Retirement

Benefit from Your Birthdays

January 23, 2018

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

Economy

Do Shutdowns Impact Investors? [VIDEO]

January 22, 2018

Andrew Adams, CFA, CMT, Senior Research Associate discusses how government shutdowns have historically affected the equity markets.

Estate

Eight Estate Planning Essentials

January 20, 2018

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

Investment Strategy

2018 Outlook: Unprecedented Territory [INFOGRAPHIC]

January 16, 2018

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

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.

Economy

Done Deal: Tax Bill Takes Effect

January 11, 2018

Ed Mills, Washington Policy Analyst, breaks down the major components of the new tax legislation.

Education

Tax Act Implications for Education Savings

January 9, 2018

Learn about the new qualified tuition expenses, gifting limits, and rollover provisions for 529 plans.

Investment Strategy

Themes to Watch in 2018

January 3, 2018

Review key themes that are likely to occupy headlines and conversations in the coming year.

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.

Economy

It’s Official: New Tax Legislation Approved [VIDEO]

December 20, 2017

Chief Economist Scott Brown discusses the tax bill's key features as well as its impact on taxpayers, investors, and the overall economy.

Economy

The Fed and Tax Reform Wrap-Up 2017 [VIDEO]

December 19, 2017

Chief Economist Scott Brown comments on the recent Federal Reserve decisions, employment data, and how the economy looks as we head into 2018.

Taxes

Prep Now, Fret Less

December 15, 2017

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

Giving

The Gift of Appreciated Stock

December 12, 2017

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

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.

Giving

The Tradition of Charitable Giving

November 28, 2017

As 2017 wanes, consider the many ways charitable giving can brighten a holiday season.

Investment Strategy

The Second Leg of the Bull Market [VIDEO]

November 15, 2017

Jeff Saut, Chief Investment Strategist, discusses his outlook for U.S. equities and where we are in the cycle of the secular bull market.

Economy

Another Day, Another Estate Tax Repeal?

November 14, 2017

One of the elements of the House's recent tax proposal is a future repeal of the federal estate tax.

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.

Economy

Key Provisions of the House's Tax Proposal

November 7, 2017

The proposed changes include reduced business taxes, fewer individual income tax brackets, and an elimination of personal exemptions.

Taxes

Your Year-End Tax Planning Checklist

November 2, 2017

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

Retirement

Do Risk and Retirement Mix?

October 31, 2017

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

Business Owners

Year-End Tax Tips for Businesses

October 25, 2017

Improve your bottom line with these tax mitigation strategies.

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.

Estate

Should Your Estate Plan Address Addiction?

October 3, 2017

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

Economy

Mrs. Merkel and Europe Rumble Forward

September 25, 2017

Chris Bailey, European Strategist, discusses Sunday's German election results and their broader implications for party coalitions and national policy.

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?

Economy

Updated: Hurricane Harvey Energy Impact

September 6, 2017

As post-Harvey energy disruptions subside, infrastructure resilience will be a key theme for reconstruction, says Pavel Molchanov, Senior Vice President and Energy Analyst.

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.

Retirement

A Circle of Care

August 30, 2017

It takes a dedicated caregiver and a well-orchestrated team to pull together all the resources needed to help someone you love live long and live well.

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.

Investment Strategy

Defining Asset Allocation [VIDEO]

May 30, 2017

Nick Lacy, Chief Portfolio Strategist, Asset Management Services, discusses the firm’s various asset allocation models and how they’re used.

Market Updates

Equities Maintain Bullish Tone

May 24, 2017

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses markets' reactions to recent negative headlines.

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.

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.

Fixed Income

Opportunities in the Bond Market [VIDEO]

April 19, 2017

Nick Goetze, Managing Director, Fixed Income Services discusses current influences on and opportunities within the bond market.

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.

Retirement

The Twists and Turns of Social Security

March 8, 2017

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

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.

Family

10 Symptoms of Caregiver Stress

February 17, 2017

It’s important to be aware of caregiver burnout. You cannot provide effective care if you neglect your own physical and mental well-being.

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.

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.

Investment Strategy

Raymond James 2017 Outlook

January 17, 2017

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Market Updates

Healthy Technicals Support Near-Term Equity Prices

December 22, 2016

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, discusses the recent price and valuation increases in the equity market.

Technology

Cutting the Cable [INFOGRAPHIC]

December 15, 2016

Learn how the television industry is affected by consumers having dozens of convenient and inexpensive options to view their favorite shows and movies.

Market Updates

Italian Markets Positive Despite Referendum Result

December 5, 2016

Chris Bailey, European Strategist, discusses market reactions to the electoral defeat of Italy's Prime Minister Renzi.

Travel

Unplugging Your Vacation

November 29, 2016

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

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.

Market Updates

Post-Brexit Economic Update

November 3, 2016

Chris Bailey, European Strategist, discusses equity performance and currency valuation in the U.K. following the June 2016 Brexit vote.

Retirement

Retiree in Training

October 26, 2016

Practice makes perfect when it comes to retirement.

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.

Investment Strategy

REITs - The New GICS Sector

September 1, 2016

Learn more from Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, about the impact of the Real Estate Investment Trusts (REITs) becoming a standalone sector of the S&P 500.

Investment Strategy

Five Strategies to Address Concentrated Equity

August 19, 2016

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

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.

Travel

Multigenerational Memory-Making

May 18, 2016

The idea of spending vacation time bonding across layers of one’s multigenerational family may not appeal to everyone, but a growing number of families have made the concept increasingly popular.

Women Investors

Six Questions to Help Couples Get on the Same Page

May 4, 2016

Talking through some big decisions will help you and your partner get on the same page before retirement.

Investment Strategy

Concentrated Positions Can Pose Portfolio Risk

April 19, 2016

Concentrated positions may create wealth, but they may not protect it.

Family

Kid-Friendly Foundational Finances

April 12, 2016

Help kids of all ages develop smart money habits.

Lifestyle

Up and Down: Ins and Outs of Airline Pricing

March 23, 2016

The next time travel planning takes you skyward, remember these common reasons why the price of a single flight may change from one day to the next.

Family

10 Early Signs of Alzheimer’s

March 14, 2016

Early detection of Alzheimer’s disease and other dementias is vital to helping protect the financial future of those affected and their families.

Fixed Income

The Benefits of Premium Bonds [VIDEO]

February 16, 2016

Managing Director Nick Goetze discusses what investors should know about premium bonds and their potential benefits.

Retirement

One of the Easiest Ways to Save for Retirement

January 21, 2016

Saving early and often can help you reach your retirement saving goals.

Investment Strategy

The Impact Behavioral Finance Has On Your Portfolio

December 9, 2015

Learn how to escape the investment traps your brain sets for you.

Family

When the Road to Success Leads Back Home

December 1, 2015

Despite our best efforts, sometimes grown children aren't quite ready to enter the real world.

Taxes

It's What You Keep that Counts

October 6, 2015

To counter or reduce the overall impact of taxes, it’s important to evaluate your income sources.

Retirement

Answering Your Questions about Social Security

December 9, 2014

Listen as Gail Buckner, Financial Planning Spokesperson for Franklin Templeton, explains why timing is everything when it comes to Social Security.

Fixed Income

Fixed Income Market Commentary

October 19, 2018

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