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.
10 common scams and how to avoid them
Familiarize yourself with these common swindles, which often target retirees.
Technology & Innovation
Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
![Read](/-/media/rj/common/resources/retirement/social-security-myths-and-misconceptions-new-1.jpg)
![Read](/-/media/rj/common/resources/lifestyle/9-secrets-of-successful-centenarians.jpg)
9 secrets of successful centenarians
These nine commonalities may help you live a longer, healthier and happier life.
Family & Lifestyle
Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership
![Read](/-/media/rj/common/resources/business-owners/investing-in-the-family-entrepreneur-1.jpg)
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership
![Watch Webinar](/-/media/rj/common/resources/market-updates/stock-indices-spooked-by-possible-community-transmission.jpg)
Webinar replay: Investors, should you stay or should you go?
5/12/2022
Volatility is never comfortable, and this year is no exception. Chief Investment Officer Larry Adam and other Raymond James market experts take a look at what's driving the distress.
Markets & Investing
![Read](/-/media/rj/common/resources/women/full-hands-full-hearts-becoming-a-caregiver.jpg)
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
How to address career breaks
No longer red flags, resume gaps are getting a rebrand.
Business Ownership
6 things to remember when markets fall
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Markets & Investing