The Lerner Group of Raymond James

Welcome to my webpage. I created it with several purposes in mind. A main goal is to communicate my ideas about the markets and investments. My market commentaries are found under newsletters. I write a newsletter from time to time to communicate my current opinions about the stock market, bond market, commodities, as well as mention some specific security ideas on occasion. The new one and past issues are posted to the site. The material is original; I try not to repeat the standard lines of the day. The current issue is available along with specific guidance, brief technical analysis and accompanying research.

In addition to the commentaries, which tend to be long and comprehensive, I will also be posting entries on my blog section. These will be shorter and timelier.

Raymond James Financial economic and Market commentaries as well as Investment strategy publications are available in the Market View section.

Finally I wanted to centralize information resources for my readers. There are links to websites that offer the interested investor an opportunity to cut through the fog and find the data and resources that they need. These links and a summary of the contents are on a separate page - "Useful and Interesting Websites." There are a wide variety of web sites listed that you might find helpful; publications, research, investment tools, short term interest rates, Government and related sites, as well as some specific information about Raymond James and your statements. If you are a current Raymond James Financial client I recommend gaining access to the Raymond James Client Access site. I invite you to view this video on how to sign up and navigate the site.

What We Do
As an independent professional advisor, we offer you a personalized financial strategy, not a generic investment program. Your portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work for you at every stage of your life. We try to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their investment portfolios.

We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals.