Archive for January, 2016

Why Raymond James:
Our Culture

VIDEO POST: The Raymond James Culture. Our clients’ needs always come first. It is the guiding philosophy of our firm and is reflected in our principles, process’ and people.  …

Why Raymond James:
Our Core Values

VIDEO POST: The Raymond James Difference. Our clients’ needs always come first. It is the guiding philosophy of our firm and is reflected in our principles, process’ and people….

Withdrawing your Retirement Savings

If you’re planning to retire in 2016, congratulations! You’ve put in all the hard work and saved over time, and now you’re ready to enjoy the fruits of your…

Tax Planning: Do It Yourself vs. Seeing a Professional

I’m the first to admit that taxes can be intimidating, and that’s coming from someone who is well-versed when it comes to finances. Tax regulations can get complicated. You…

Reviewing Your Portfolio

It’s important to review your portfolio at least once a year, and there is no time like January to look back on 2015. Your goal in conducting a review is…

Financial Resolutions
For the New Year

It is 2016, and New Years Resolutions are out in full swing. The number one resolution is usually getting into shape and losing weight – but how about getting…