Knowledge Center

Knowledge is Power.

The more you know, the more empowered you’ll be. Visit this page for the latest insights, solutions and wealth management resources.

Raymond James & Social Responsibility

Giving thanks to those who give back

posted 7/27/16

Back in 1962, Bob James founded Raymond James on the principle that putting others first – from our clients to our neighbors – was the right thing to do. His deep commitment to doing what’s right remains a core part of who we are as a company. We’re proud to continue his legacy by investing our time, money and talents into the communities we serve. It’s so much more than tradition; it’s our way of thanking those who’ve supported us from the start.

Learn about Raymond James' rich history of volunteering in local communities across the country. You can help too! ‪#‎RJCares‬

A reliable approach to retirement income

Columbia Threadneedle

Retirees need to take a different approach to investing, says Colin Moore, Global Chief Investment Officer for Columbia Threadneedle. Focus on the reliability of income, not the maximization of income.  Click here for the video.

Originally posted May 16, 2016

Brexit - A Shock but not a Crisis

Read the weekly bond market commentary from Doug Drabik.

June 24, 2016

There are plenty of perspectives on the Brexit vote as media outlets bombard the airwaves and internet with how this all will play out. Seeing so many perspectives speaks loudly as to why we are seeing an immediate surge in volatility. Uncertainty creates volatility and opposing viewpoints adds to the unpredictability. Clearly the markets had an immediate reaction but this short-term affect is still largely based on speculation of how this will play out. The long-term consequences are unknown for now and will likely be quite different depending on which perspective you’re considering.

How To Make Yourself Work When You Don't Want To

June 1, 2016

Procrastination affects everyone. It sneaks up on most people when they’re tired or bored, but for some, procrastination can be a full-fledged addiction. They avoid all day the work that is right in front of them, only to go home and toil late into the night, frantically trying to finish what they could have easily completed before dinner.

“Procrastination is the thief of time, collar him.” –Charles Dickens

Get to Know 529s

It's never too early to start saving for your child's or grandchild's education with a 529 plan.

May 24, 2016

College tuition is a big bill to plan for, and even the best savings strategy may leave you struggling to keep pace with the rising cost of higher education. A 529 plan, however, is a different kind of savings plan — one that can not only grow with your child, but helps reduce your tax liability and benefit your overall estate as well. Here’s a 529 primer:

Taking Full Advantage of Time

Time is your most valuable asset when saving for retirement.

April 26, 2016

Click here for the video.

Kid-Friendly Foundational Finances

Help kids of all ages develop smart money habits

April 12, 2016

We all like to think our children or grandchildren are practically geniuses, but some things just don’t come intuitively. Wise money habits, for example. Everyone needs to learn the value of a dollar, how to make money work toward our goals and how to protect our financial legacy, even little kids. In fact, the sooner you start the better. When your little ones aren’t so little anymore, you’ll have the comfort of knowing they understand and appreciate the power of financial planning and the role money plays in their lives. But how do you know what’s appropriate at every age and the best way to impart these important life lessons? Follow along as we walk through the milestones that mark the path to financial literacy and, hopefully, wisdom.

Ten Financial Tips for First Time Job Seekers

New grads entering the workplace can pave the way toward a secure financial future with these simple steps.

posted 4/4/16; original article 7/29/15

Timing is everything when it comes to taking the right steps toward a secure financial future. For recent grads new to the workforce, it's not always clear what those first steps should be. Most college graduates enter the real world as financial planning rookies. This can be daunting, as your 20s are an important time to lay a foundation for financial stability.


It will be here before you know it! Our annual Client Appreciation event with the West Michigan Whitecaps at Fifth Third Ballpark will be held on Wednesday, July 20. Fireworks are planned for the after the game, and although we can’t guarantee monkeys riding on dogs, we can guarantee it will be a family-friendly, super-fun evening!

10 Early Signs of Alzheimer's

Early detection of Alzheimer’s disease and other dementias is vital to helping protect the financial future of those affected and their families.

March 14, 2016

Research shows declining financial skills are among the first symptoms to appear in people with Alzheimer’s, the most common form of dementia. More than 5 million Americans — including 1 in 9 people over age 65 — are living with Alzheimer’s and someone in the U.S. develops the disease every 67 seconds (source: The Alzheimer’s Association®).