Raymond James-Financial Advisor: Roger Ratliff

05/08/2024

Planning for the possibility of long-term care and considering who will make decisions if you can't is not simply smart, it is necessary. And that planning now – before you have the need or are unable to share your wishes – is essential.

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05/06/2024

Timing discussions around money while clearly communicating your financial values with heirs can be tricky. Explore a range of insights to get the conversation started with your heirs:

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04/30/2024

Apologies for any inconvenience but our office phone lines are down, expected repair time approximately 11:30am.

04/24/2024

Help protect your assets from an heir's divorce by putting these safeguards in place:

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04/16/2024

Identity thieves are stealing other people's personal information and using it to file tax returns. Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.

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04/11/2024

Due to a Cox outage are phones are down. Sorry for the inconvenience. You can reach us by email.

04/10/2024

Whether you've recently inherited an IRA or are set to inherit one soon, review what the latest change can mean for some beneficiaries.

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04/04/2024

All three major equity indices — the S&P 500, Dow Jones Industrial Average and Nasdaq — hit all-time highs in March. Discover the driving factors behind the record-making performances in the March market recap.

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03/30/2024

Wishing a happy Easter. I hope this time of love and reflection helps you reconnect with the things that matter most in your life and those you share it with.

03/29/2024

Blessings to you and yours on this Good Friday. While Raymond James offices and the markets are closed, you can access your accounts at any time through Raymond James Client Access.

03/27/2024

Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. Here are some ideas to get you started.

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03/17/2024

Wishing you a safe and happy Saint Patrick's Day!