Skip to content
Menu
Home
Retirement Wisdom Blog
Your Team
Your Team
Accolades
Samuel W. Spanos
Todd C. Todorich
Robert M. Lewis
Gennaro A. "Jerry" Marsico
Mark O'Leary
Kathleen M. Manickas
Vickie Bobchak
Tracy Starkweather
Stephen A. Kimmel
Russell Werme III
Spanos Retirement Advisory Group
About Raymond James
Our Clients
Our Clients
401(k) Plans
Business Owners
Corporate Executives
Corporate Retirement Plans
Endowments & Foundations
Families and Individuals
Institutional
Non-Profits
Professionals
Private Wealth
Pre-Retirees
Retirees
Women
Working With Us
Working With Us
Client Experience
Investment Philosophy
Portfolio Construction
Investment Strategies
Services
Services
Estate, Charitable Giving & Trust
Videos/Webinar Library
Videos/Webinar Library
Client Access Videos
Learn More About Our Team
Upcoming Webinars and Replays
Contact Us
Contact Us
Favorable Introductions
Client Center
Client Center
Calculators
Resources
Resources
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
WorthWhile
Client Events
Book - Replacing Your Paycheck
Book - Financial Therapy
Community Support
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Beaver, PA-3JG
1069 3rd St
Beaver, PA 15009-2034
T: 724.371.2001
TF: 844.545.2259
Map and Directions
Map and Directions
Client Events
Upcoming Events
Annual Client Summer Celebration!
Saturday, June 28
th
, 2025
Prior Events Photo Albums
Annual Shred Event 2025
Holiday Client Event 2024
Summer Fireworks Event 2024
Annual Shred Event 2024
Holiday Client Event 2023
Summer Fireworks Event 2023
Spring Shred Event 2023
Holiday Client Event 2022
Summer Fireworks Event 2022
Spring Shred Event 2022
Summer 2019
Summer 2017
Summer 2016
Winter 2016
“The more informed our clients become, the more confident they become with investing.”
Latest News
Not a good report on personal income and spending in May
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The Fed has room to lower rates to keep the expansion going
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
PPLI and PPVA: Vehicles for tax-efficient growth
For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.
Markets & Investing
Market and economic dynamics of the past echoing today
Raymond James Chief Investment Officer Larry Adam offers insight into his team's latest quarterly outlook.
Markets & Investing
Fixed income focus
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
The recent oil price spike is unlikely to drag on
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A concerning press conference from the Fed Chairman
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Budget reconciliation process comes into focus
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
Economy & Policy
Buying a bond at a premium doesn’t mean you will lose money
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Early signs of economic weakness are starting to emerge
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences
Decline all
Accept all