Skip to content
Menu
Home
About Us
About Us
Kimberly Jordan
Jeri Strauss
Linda Mattingly
Dan MacLean
Toby Nutt
Jason Daeger
Vickie D. Bauer
Michael Estes II
Robert J. Davis
Jimmy Johnson
Linda Oeth
Andrew Charles Ruud
Samantha Jenkins
Our Investment Philosophy
About Raymond James
Who We Serve
Who We Serve
Families and Individuals
Pre-Retirees
Retirees
Sudden Wealth
Women Investors
How We Serve
How We Serve
Our Process
Financial Planning
Investment Management
Portfolio Management
Retirement Planning
Resources
Resources
Commentary and Insights
WorthWhile
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
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
East Main Street
1040 E Main St
Louisville, KY 40206-1856
T: 502.625.2490
F: 502.625.9177
Map and Directions
Map and Directions
PREV
ARTICLE
NEXT
ARTICLE
Infographic: The gift of philanthropic planning
Estate & Giving
//
Infographic
//
Share
Facebook
Twitter
LinkedIn
Email
PREV
ARTICLE
NEXT
ARTICLE