A breadth of services to serve a variety of needs
Whether you are an individual with personal and family goals, or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind
Five potential market-moving events to be mindful of
04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on
04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The pledged-securities mortgage explained
Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.
Family & Lifestyle
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Alternative investments: Thinking beyond the traditional asset classes
Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
True fixed income: Are you comparing apples to oranges?
04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
High inflation is never good, but markets have been overreacting
04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market volatility is a normal feature of long-term investing
04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
- Reid Sherman Investment Group of Raymond James
- Oxford Address: 400 S Lamar Blvd Ste A Oxford, MS 38655-4002
- T: 662.550.2350
- F: 855.969.2002
- Map & Directions
- Map & Directions
- Reid Sherman Investment Group of Raymond James
- Tupelo Address: 322 West Main Street Tupelo, MS 38804
- T: 662.840.4001
- F: 662.844.7009
- Map & Directions
- Map & Directions
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