Skip to content
The Theis Group of Raymond JamesThe Theis Group of Raymond James
  • Home
  • About Us
    • About Us
    • Joel Theis
    • Zachary Theis
    • Kenneth Kincaid
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Corporate Executives
    • Families & Individuals
    • Non-Profits
    • Retirees
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Education Planning
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • Digital Account
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Dalton - 3MX
    710 S Thornton Ave Ste B Dalton, GA 30720-8410 T: 706.913.1974 O: 706.581.8412 F: 855.547.3403
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Retirement Planning
    • Women
  • Media
    • Article
    • Infographic
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
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
Read
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Despite recent volatility, we maintain our constructive outlook
3/7/2025

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

Markets & Investing
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving

The future at your fingertips

The Theis Group of Raymond JamesThe Theis Group of Raymond James
  • 710 S Thornton Ave Ste B Dalton, GA 30720-8410
  • T: 706.913.1974
  • O: 706.581.8412
  • F: 855.547.3403
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use