Keeping you informed and equipped regarding all financial matters

The resources we’ve assembled are designed to serve as valuable tools for addressing important financial issues. We’ve included newsletters, market commentaries, articles, videos and links of interest. You will also find news of our team and events we host. Bookmark this page and check back for regular updates.

Newsletters
Market Commentaries
Articles of interest
Links of interest
Videos
  • Barron’s video:
    Preparing portfolios for the next downturn: As Michigan’s fortunes declined, financial advisor Sherri Stephens and her clients took a defensive stance that has served them well in all markets.
    * The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this material. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The experiences described here may not be representative of any future experience of our clients. Information should not be considered a recommendation of the advisor's services or abilities, or indicate a favorable client experience. Individual results will vary. Any opinions are those of Sherri Stephens and not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investments mentioned may not be suitable for all investors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance may not be indicative of future results. Factors included in the Barron's top advisor rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
  • Dr. Hans Rosling video:
    Dr. Hans Rosling describes how the developing world is catching up to the West in terms of health and income.
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MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
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FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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TEXAS14101 W. Hwy 290, Building 800 // Austin, TX 78737 //
Phone: 512.894.0574 // Fax: 877.844.4608 //
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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