Skip to content
linkedinenvelope
  • T: 512.894.2137
  • TF: 844.347.8350
Feel free to reach out.
  • Home
  • Who We Are
    • Who We Are
    • Our Difference
    • Our Team
      • Our Team
      • Susan Santamaria
      • Paula Waggoner
    • About Raymond James
    • In Our Community
  • Client Care
    • Client Care
    • Families & Individuals
    • Retirees
    • Business Owners
    • Corporate Executives
    • Sudden Wealth
  • Client Solutions
    • Client Solutions
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Commentary & Insights
    • Client Access Videos
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Austin TX-BJX
    14101 W Highway 290 Ste 800 Austin, TX 78737-9334 T: 512.894.2137 TF: 844.347.8350
    Map and Directions Map and Directions
The Santamaria Wealth GroupThe Santamaria Wealth Group

Monthly Market Review - May 2020

Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Read
Read
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Read
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
Read
5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
Retirement & Longevity

Let’s take this journey together

The Santamaria Wealth GroupThe Santamaria Wealth Group
  • 14101 W Highway 290 Ste 800 Austin, TX 78737-9334
  • T 512.894.2137
  • TF 844.347.8350
  • Map & Directions
  • Map & Directions
linkedinenvelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Santamaria Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use