Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
Social Security's uncertain future?
It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity
Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle
City of lights, market of opportunities
7/2/2024
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing
Mega-cap tech stocks continue to lead the way
7/1/2024
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing
July 2024 Investment Strategy Quarterly
7/1/2024
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Mid-year report
7/1/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Online sales continue to grow, unabated
6/28/2024
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Interest rates are poised to tip lower
6/28/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Real estate liability coverage, deciphered
Strategic protections real estate agents can take to mitigate risk.
Business Ownership
Tips for staying connected with remote coworkers
Colleagues from coast to coast.
Technology & Innovation
The lasting benefit of financial literacy
Key financial lessons to teach your children as they grow.
Family & Lifestyle