Comprehensive guidance to support your needs
Our clients represent a wide range of ages and occupations, each unique in their goals, needs and financial situations. We have built a trusting bond by knowing them personally, understanding their goals, and being consistent in our communications and proactive in responding to their needs and concerns.
They appreciate having experienced financial advisors who won’t let any important financial matter go unattended, so they are free to focus on their fulfilling lives
More than forgetfulness—having the important conversations
How to navigate caregiving when a loved one is suffering memory loss.
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Family & Lifestyle
Equity markets carried in November by post-election rally
12/02/2024
While politics garner headlines, fundamentals drive the market over the long term.
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Markets & Investing
Don’t Be a Last Minute Rate Shopper
12/02/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Looking for efficiencies in government spending: Look elsewhere
11/22/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Investors have much to be thankful for in 2024
11/22/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Giving is a family affair
How to inspire charitable values for generations to come.
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Estate & Giving
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
Yield curve shift
11/18/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
- Reid Sherman Investment Group of Raymond James
- Oxford Address: 400 S Lamar Blvd Ste A Oxford, MS 38655-4002
- T: 662.550.2350
- F: 855.969.2002
- Map & Directions
- Map & Directions
- Reid Sherman Investment Group of Raymond James
- Tupelo Address: 322 West Main Street Tupelo, MS 38804
- T: 662.840.4001
- F: 662.844.7009
- Map & Directions
- Map & Directions
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