Skip to content
Skip to Client Access
Home
Our Clients
Our Clients
Corporate Retirement Plans
Corporations
Endowments & Foundations
Family Offices
Healthcare Professionals
Money Managers
Non-Profits
Sudden Wealth
Women Investors
Services
Services
Our Approach
Services
Services
Alternative Investments
Banking & Lending Solutions
Business Planning
Education Planning
Financial Planning
Fixed Income Services
Investment Banking
Investment Strategies
Longevity Planning
Monetization Services
Portfolio Management
Prime Brokerage & Custody Services
Retirement Planning
Risk Management
My Blog
Modules
Modules
Business Owners
Corporate Executives
Corporate Retirement Plans Consulting
Estate, Charitable Giving & Trust
Families & Individuals
Foundations Endowments and Nonprofits
Institutional Consulting
LGBTQ+ Clients
Pre-Retirees
Retirees
Sustainable Investing
About Us
About Us
Evan Tanaka
Debra Souza
Cara Garberg
Jose Azua
Our Partners
Our Partners
Lawrence Adam
William Geis
Kenneth Grider
John Hanlon
Michael Kosup
Nicholas L. Lacy
Brian Lefort
Joseph Weaver
What Makes Us Different
Why Work With a CFP®
Team Recognitions
In the Community
Private Wealth Advisor
Professional Recognitions
About Raymond James
Resources
Resources
WorthWhile Magazine
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your Team
Living Your Legacy
Living Your Legacy
Career
Community
Family
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Subscribe to our Insights
Calculators
Contact
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
800 Nicollet Mall
Ste 2500
Minneapolis, MN 55402-2034
T
612.315.2400
F
612.315.2432
Map and Directions
Map and Directions
880 Carillon Pkwy Tower 4
Saint Petersburg, FL 33716-1102
T
727.567.1000
F
866.597.3988
Map and Directions
Map and Directions
1485 Monroe Ave
Rochester, NY 14618-1406
Sophisticated wealth management
BLOG
RESET ALL FILTERS
FILTERS
Date
2022
January
March
June
July
October
2021
January
February
March
April
May
June
August
November
2020
January
April
May
December
2018
July
October
December
Markets & Investing
Category
Markets & Investing
Author
Advisor Created
Load More...