Investment News
The SECURE Act and You: 6 Ways It Impacts the Individual Investor
We believe it’s of critical importance that you stay informed of any key changes that may affect your retirement and estate planning – in easy-to-understand language. In alignment with this belief, please feel welcome to review the following information on the SECURE Act, passed in December of 2019. The SECURE Act is a piece…
Read More11 Things to Know A Raymond James Donor-Advised Fund
What is a Raymond James Donor-Advised Fund, and why should you learn more about it as we head into the holidays and the most charitable time of the year? It’s important to do your research and know your options when it comes to making donations. Giving to different charities may be a top priority for…
Read MoreDiversification: What It Is, Why It Is Important, and How You Can Stay Ahead of the Curve
Diversification in investing is simply having different investments that each reacts differently to the same economic event. In other words, it is the process by which one invests money in various entities to lessen the impact of market shifts or downturns. Keeping your investments diversified is a wise idea that could have many benefits. Here…
Read MoreSet Yourself Up For Investing Success (Even If You’re Not Ready To Start Yet)
If you’re not taking steps toward planning for your future, you may be shocked to learn that you’re already wasting valuable time. It’s never too early to start investing, but it’s also to easy to become complacent if you feel you’re not quite ready to make that big step quite yet. While you are…
Read MoreFinding the IRA Type for You: Nine Comparisons to Put You on the Right Path
There are two common types of individual retirement accounts (IRAs), traditional IRAs and Roth IRAs. Many people often look for one of these plans as a retirement fund. They are both designed to help you save money but in entirely different ways. They also have other notable features that make them an excellent choice for…
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