Additional Resources

Monthly Commentary

Another way we can serve you is by putting resources you need at your fingertips – or at least a mouse-click away.

Here you'll find the more common and pertinent materials you may need as we get to know you and start working toward your financial future.

REVIEW THESE RESOURCES:

What We're Talking About

We enjoy sharing information with our clients. Take a look at some of the articles in our "Client Commentary Archives" and catch up with important information that might affect you.

CLIENT COMMENTARY ARCHIVES

• Eleven Ways to Help Yourself Stay Sane in a Crazy Market
• Interpreting Wall Street’s Wild Swings Benefits from Perspective
• 12 Financial Resolutions
• Protecting Your Loved Ones with Life Insurance
• Record Retention: Deciding Which Financial Records to Keep
• Learning How Raymond James Protects Your Account
• Transparency, Technology, and Trading
• The Risks of Rising Interest Rates
• Holding Equities for the Long Term - Time Versus Timing
• Reassessing Your Risk Tolerance
• Protect Yourself Against Identity Theft
• IRS Fishing Scam

ADDITIONAL LINKS

• Raymond James Information Security