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RESOURCES

Sound decision-making begins with access to reliable information.

 

In the investment and financial planning process, reliable and timely information can be critical.

MARKET OVERVIEW

Raymond James offers its clients access to many of the top minds on Wall Street.

ECONOMIC & MARKET COMMENTARY

Stay informed weekly.

Weekly Commentary by Scott Brown, Ph.D.

Commentary on the latest economic and market data and an outlook for the economy

Markets & Investing

Commentary on the markets, current investment themes and a call for the week.

INVESTMENT STRATEGY

Bring balance into your financial planning. 

Investment Strategy Quarterly

Summarized market perspective and practical investment guidance from Raymond James

Capital Market Review

  • Staying informed about current economic and financial-market conditions is key to successful financial planning

NEWSLETTERS

Read about the newest in the economic landscape through professional market insight.

Business Dimensions

This quarterly four-page publication targets entrepreneurs and small business owners. The focus of articles includes: company management, financing issues and other timely issues impacting small businesses.

Financial Journeys

As you approach retirement, or are living in it, this quarterly publication can help you to understand various retirement and financial planning issues and how to address them.

Successful Women

This four-page publication targets working women. The focus of articles includes: financial planning concerns, family issues and other timely issues impacting women.

ALL WEALTH IN THE NEWS

Check out our latest recognition in the industry.

2019, 2020, 2021

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Source: Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

FSU Seminole 100 Seminole 100, 2021. Candidate alumni are screened from companies (corporations, partnerships, sole proprietorships) that have been in business as of January 1, 2018 and meet specific FSU alumni criteria in regards to ownership, C-Suite executive team, or senior management team. Revenue based quantitative criteria is used for further screening in addition to meeting certain minimum revenue requirements to be eligible. Investor experience/returns were not considered as part of this list selection. 100 individuals were ultimately selected for the Seminole 100 out of 175 applicants in 2021. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with FSU or The Torch: College of Education Magazine.

A GUIDE TO YOUR STATEMENT

Transparent in depth information about your Raymond James account. 

There are two options for viewing your account information, visit Raymond James to get to your Statement Guide. 

ADDITIONAL LINKS

Staying informed is essential to your future.

RAYMOND JAMES POINT OF VIEW

Fresh ideas for pursuing a life well planned.

ACCOLADES

RAYMOND JAMES ACCOLADES

We work hard to be the premier investment firm – reaffirmed every day, by every associate.

FINANCIAL NEWS AND PUBLICATIONS

Barron’s Online

Barron’s is America’s premier financial magazine. It provides in-depth analysis and commentary on the markets, updated every business day online.

Wall Street Journal

WSJ online coverage of breaking news and current headlines from the US and around the world. Top stories, photos, videos, detailed analysis and in-depth reporting.

Investors Business Daily

Investor’s Business Daily provides exclusive stock lists, investing data, stock market research, education and the latest financial and business news to help investors make more money in the stock market.

Fortune

Fortune is a global leader in business journalism with a worldwide circulation of more than 1 million.

GOVERNMENT AND RELATED SITES

Internal Revenue Service

Florida Retirement System

CLIENT ACCESS
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