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SITE MAP HOME ABOUT US About Us The Team Credentials Corporate Partnerships SERVICES 7 Step Planning Process Investment Approach Our Wealth Strategy Approach RESOURCES Blog Stocks Leave Flat Year Behind, Open 2012 with Sharp Rally - Jan. 4, 2012 Debt Deadlock, Eurozone Problems Weigh on Stocks - Nov. 23, 2011 Investor Fears Spark U.S., World Markets Sell-Off - Sept. 28, 2011 Stocks Finish August on Upswing after Wild Month - Sept. 9, 2011 Markets Tumble on Signs of Weakening Global, U.S. Economies Last-Minute Debt Deal Overshadowed by Economic Concerns Update on U.S. Debt Ceiling and Possible Credit Downgrades July 19, 2011 Stocks Fluctuate Sharply on Oil News, Fed’s Lower Economic Projections Market’s Recent Slide Reflects Uncertainty about Big Picture Equities Retreat on Worries about U.S. Economy, Eurozone Market Rebound from 2009 Lows Is Extraordinary Stocks End Month Ahead Despite Late Weakness Markets Finish Quarter, Year on Optimistic Note Stocks Flat, Retain Gains of Prior Months "Current Observations and Conclusions" Oct. 11, 2010 "Reasons to be Optimistic for 2010" Feb 26, 2010 "Market Discount Fed Move" Feb. 19, 2010 Your Financial 1-Pager of What's Going On and My Gut Reaction - December 9, 2009 Your Financial 1-Pager of What's Going On and My Gut Reaction October 16, 2009 Dow Revisits the 10,000 Mark Oct. 15, 2009 A Year After Lehman Sept. 14, 2009 Investment Thoughts as of August 27, 2009 Your Financial '1-Pager' of What's Going On and My Gut Reaction August 11, 2009 Investors Find Good News in Economic Reports August 3, 2009 Investment Thoughts for July 2009 Recovery Remains Modest, But Rising Markets Cheer Investors July 2009 Positive Signs Showing through Recession's Fog Is It Springtime for the Financial Markets? Both Bull and Bear Played Roles in Wild First Quarter Small Snippets of Good News Drive Markets Higher Financial Sector Woes, Shrinking Economy Discourage Investors Extremely Cautious the Next Month but Don't Count This Market Out! Investment Thoughts as of 1/23/2009 Don't Need IRA Funds in 2009? You Can Leave Them in Place New Required Minimum Distribution Law Federal Elections and Tax Decisions Worst Dow Drop of the Decade...and longer... Don't Assume Putting It All in a 401K is Wise Investment Thoughts - Second Quarter 2008 Inheriting an IRA from a Deceased Spouse Local Column Cancelled in The Huntsville Times Inheriting an IRA or 401K - If You Aren't a Spouse Personal 2008 New Years Goals Further Thoughts on Repositioning a Portfolio Repositioning Your Portfolio After You've Lost Money? New Years Goals for Young Professionals Tips for Conservative Investment Money Removing Money From Retirement Accounts How Property Transfers Upon Death Shari Makes Executive Council for 2007 with Raymond James Financial Services Christmas Open House - This Friday General Information Raymond James Experts Outside Links Barron's Online Fortune Investor's Business Daily USA Today - Money Wall Street Journal Yahoo! Finance Internal Revenue Service SEC Social Security Charitable Endowment Fund Charitable Remainder Trust FAQs Raymond James Trust N.A. Closing Market Commentary CONTACT US

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