Jim Roble, Raymond James & Associates

08/28/2019

If you’d like to make philanthropy part of your financial plan, we’ve got a list of strategies to get you started. https://go.rjf.com/2H6wghf .

08/22/2019

Life changes may make it necessary to reevaluate your current Medicare coverage during Open Enrollment. https://go.rjf.com/2H6vMrr .

08/14/2019

What do you want to do in retirement? A niche community may help you make the most of the years ahead. https://go.rjf.com/2YZ4M3e .

06/04/2019

Caregiving can be complicated. Here is a list of elder care professionals who can help: https://go.rjf.com/2H3Gxvj .

05/28/2019

Social connections in retirement add to your quality of life. Here’s how technology can help: https://go.rjf.com/2YvF3j0 .

05/21/2019

Are you ready for retirement? Financial preparedness is only one part. Learn about the others here: https://go.rjf.com/2w5mer2 .

04/27/2019

There’s a 30% chance we’ll see a downturn in the next year, says Chief Economist Scott Brown. On the latest "For What It’s Worth" podcast, you'll learn more about what that means and why it might be a good time to check in on your financial plan: https://go.rjf.com/2VPbAjp .

04/26/2019

If you're already looking ahead to April 15, 2020, here are the income tax brackets for the 2019 tax year. And thanks to "chained" indexing, some taxpayers might end up in a higher bracket.

If you're already looking ahead to April 15, 2020, here are the income tax brackets for the 2019 tax year. And thanks to chained indexing, some taxpayers might end up in a higher bracket.

04/25/2019

What choices do you have when you’re struggling with family dynamics and have some estate planning decisions to make? https://go.rjf.com/2VTgxaM .

04/24/2019

Riding Out Market Ups and Downs https://www.lordabbett.com/en/perspectives/equityperspectives/volatility-riding-out-market-ups-and-downs.html .

04/23/2019

Technology continues to refine and reshape the way Americans get care. https://fii.info/2TzSXSC .

04/22/2019

Review the latest thoughts on market activity from Chief Economist Scott Brown of Raymond James.

The economic calendar was thin. President Trump’s lengthy State of the Union address was not market-moving. The stock market did react, however, to shifting perceptions of the likelihood of a US/China trade deal – up in the first half of the week, down on Thursday and Friday. Bond yields drifted...