Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

Weekly Investment Strategy

03/27/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

How Different Types of Insurance Help Manage Risk

03/27/2020
Find the right mix of insurance coverage to live with confidence.
Family & Life Events

Weekly Market Snapshot

03/27/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Stocks Regain Ground as $2T Stimulus Deal Takes Shape

03/27/2020
This week, equities regained substantial ground and Congress crafted the biggest fiscal stimulus package in U.S. history. Hear more from CIO Larry Adam.
Markets & Investing

Trillion Dollar Stimulus on the Way

03/26/2020
Based on income and family makeup, about 90% of Americans may expect to receive $1,200 individually ($2,400 for joint filers) and $500 per dependent.
Economy & Policy

The Psychology of Investors

03/26/2020
Mike Gibbs, director of portfolio and technical strategy, discusses the important role emotion plays in the stock market.
Markets & Investing

Weekly Market Guide

03/26/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

When Markets Are Down, What Should You Do About RMDs?

03/25/2020
Keep these strategies and considerations in mind.
Retirement & Longevity

House Democrats Draft Fiscal Stimulus Counteroffer

03/24/2020
Washington Policy Analyst Ed Mills and Healthcare Policy Analyst Chris Meekins describe the proposal, which they view as a starting point for negotiations rather than a list of final provisions.
Economy & Policy

Planning Tips to Help You Flourish in Spring

03/24/2020
Spring is full of important financial deadlines – be sure to mark your calendar.
Retirement & Longevity

Fiscal and Monetary Response: Webinar Replay

03/24/2020
Chief Investment Office Larry Adam and other Raymond James investment thought leaders hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing

Tax Deadline Changed to July 15

03/23/2020
The IRS has extended the deadline for filing your 2019 income taxes. Learn more about this important change.
Tax Planning

what can we do for you?

Say hello

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Lake Superior Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use