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.
April 2025 Investment Strategy Quarterly
4/1/2025
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
Policy uncertainty weighed on markets in March
3/31/2025
Turbulence is expected to continue until markets gain more clarity.
Markets & Investing
The power behind "knowing"
3/31/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
Markets & Investing
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
Tariff uncertainty to stay longer than expected; tariff costs to go higher
3/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Recent headwinds not likely to derail the US economy
3/28/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
The calm within the storm
3/24/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Federal Reserve: Waiting for more policy clarity
3/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
How policy uncertainty is impacting the Federal Reserve
3/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
