Archive for September, 2016

Time for a portfolio spring cleaning

Taken from Raymond James – Planning Perspectives Ahh – the arrival of spring. After a long, hard winter, it’s a welcomed breath of fresh air. And for investors it’s an opportunity…

Five Tips for First-Time Grandparents

Taken from Raymond James – Point of View Your daughter recently welcomed her first child – your first grandchild – and you’re already in love. You envision festive holidays spent together,…