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The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
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View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle

Let’s grow a relationship

Simple Shade Wealth Management of Raymond JamesSimple Shade Wealth Management of Raymond James
  • 6303 Cowboys Way Suite 425 Frisco, TX 75034
  • T 469.476.3655
  • TF 888.668.9589
  • Map & Directions
  • Map & Directions
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