News & Resources to keep you well-informed

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.

Calculators
7/15/2020
Markets & Investing
Pride around the World: Iceland
The island nation of Iceland is often referred to as one of the most LGBT-friendly countries in the world.
Life Events, Lifestyle & Technology
Read
Listen
Recession talk, a redux
8/15/2022
Listen to our podcast with fixed income strategist Ellis Phifer and head of investment strategy Nadeem Kassam.
Markets & Investing
Global geopolitical investment themes
8/12/2022
Listen to our podcast with associate analyst, Alex Anderson.
Markets & Investing
Celebrating Pride All Year Long
We’re pleased to announce that we’re launching Raymond James’ article series on Pride.
Life Events, Lifestyle & Technology
Read
Client Insights
8/9/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
Listen
An empty nest, what’s next?
8/8/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning
Read
Insights and Strategies
8/2/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
Quarterly Asset Allocation
7/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing
Read
Portfolio Strategy
7/8/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing
Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Insights and Strategies
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing