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.
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
![Read](/-/media/rj/common/weekly-economic-commentary/investment-strategy-1.jpg)
![Read](/-/media/rj/common/resources/business-owners/real-estate-liability-coverage-1.jpg)
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
![Watch Video](/-/media/rj/common/resources/investment-strategy/larry-adam-june-2024-video-1.jpg)
Look beyond the obvious to add value to your portfolio
6/26/2024
Raymond James CIO Larry Adam draws comparisons to the upcoming summer Olympic Games for his team's quarterly market and economic outlook.
Economy & Policy
![Read](/-/media/rj/common/resources/retirement/a-mid-retirement-check-in-1.jpg)
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
![Read](/-/media/rj/common/weekly-economic-commentary/bond-market-commentary-1.jpg)
Individual bonds - providing a dual benefit
6/24/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Not all wealth is created equal
6/21/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Three reasons why you should remain invested
6/21/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership