Round Table Advisors of Raymond James

04/18/2025

Our East Brainerd office will be closed today, April 18th, for Good Friday. We will return to normal office hours on Monday. Have a Happy Easter! 🐇

04/10/2025

Check out the Weekly Market Guide for an overview of the current market situation.

Over the past week, the market shifted from tariff-related anxiety to a bear market, with the S&P 500 dropping 21.35%. While the market is pricing in growth challenges, a recession seems unlikely at this stage.
Click the link below to read more!

www.raymondjames.com

04/08/2025

Please give a warm welcome to our new office coordinator, Mary Dinsmore!
She has only been with us for a short period, but we are already so happy to have her fun and bubbly personality on the team. We hope you get the chance to meet her in person at our East Brainerd office in the near future. She will definitely bring a smile to your face😄
Happy to have you, Mary!

04/02/2025

Join us this Friday, April 4th, at our East Brainerd location for our annual Shred Event! ♻️
Bring your shredding items and then stay for
a bowl of delicious, award-winning chili made by Andy Burnett himself. We also have a limited supply of complimentary canvas totes as an added giveaway!
We will be set up in the front parking lot from 10 AM to 2 PM. Come on down to see us then!

04/02/2025

Do you owe taxes this year? If you do, there is no need to derail your investment portfolio to cover the expense.
Consider these strategies for settling an unexpected tax bill to keep your long-term financial plan on track.

raymondjames.com

03/31/2025

Happy Birthday to Briana Hazelwood!

Briana is one of our Client Service Associates as well as our Marketing/Events Coordinator. We appreciate her heading up our client appreciation events and providing integral support to our team and clients all while being pregnant with her first baby! We can't wait to meet the little one when he comes 😊

Hope you have an amazing day filled with cake and presents! 🍰

03/26/2025

Spring clean your finances with simple steps you can start taking right now.

03/21/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms 🎉 We're proud to be part of a company that keeps the focus where it belongs: on you.

Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

03/17/2025

Here's to finding your pot of gold at the end of the rainbow. Happy Saint Patrick's Day!

03/13/2025

We are in the thick of tax season! Now is a great time to strategically manage your finances. Whether you're receiving a refund or settling a bill, consider these options to make informed financial decisions.

raymondjames.com

02/26/2025

It's time to get your tax documents together!
As you prepare to file your return, click the article to see what you should be thinking about for tax season and beyond to make the process easier. You got this!

02/21/2025

Who's ready to shred??

While our annual Shred Event is still a couple months away, we wanted to share this handy guide with you now so you can start prepping. It's never too early to go through old papers, tax docs, receipts, and personal files!

Looking forward to seeing all your shred piles in April!

raymondjames.com