Skip to content
T:
518.362.1319
T:
727.551.5248
Feel free to reach out.
Menu
Home
Our Team
Our Team
Benjamin N. Bayly
Stevan D. Paton
Linda Doyle
About Raymond James
Who We Serve
Who We Serve
Families and Individuals
Pre-Retirees
Retirees
Women Investors
Our Difference
Our Difference
Our Approach
Estate Charitable Giving & Trust
Financial Planning
Fixed Income Services
Investment Management
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Sustainable Investing
Resources
Resources
Commentary and Insights
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Client Access Videos
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Living Your Legacy
Living Your Legacy
Career
Community
Family
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Paton Bayly Wealth Management of Raymond James
321 Broadway
5th Floor -Suite 501
Saratoga Springs, NY 12866
T: 518.362.1319
Paton Bayly Wealth Management of Raymond James
200 Central Ave Fl 24
Saint Petersburg, FL 33701-3566
T: 727.551.5248
Reset All Filters
Filter
Category
Economy & Policy
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Topic
Economy
Investment Strategy
Longevity Planning
Retirement Planning
Media
Article
Commentary
Infographic
Newsletter
How to help mitigate the negative impacts of market swings
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Read
Markets and Investing
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
View
Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Read
Retirement & Longevity
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Read
Estate & Giving
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Read
Family & Lifestyle
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Read
Estate & Giving
Retiree in training
Practice makes perfect when it comes to retirement.
Read
Retirement & Longevity
High-value estates may merit a corporate trustee's expertise
A dedicated executor or trustee can help unburden your loved ones.
Read
Estate & Giving
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Load more
Load more