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.

Market Commentaries
Articles of interest
Links of interest
  • 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.
  • Dr. Hans Rosling video:
    Dr. Hans Rosling describes how the developing world is catching up to the West in terms of health and income.
    * Raymond James is not affiliated with Dr. Hans Rosling. Any opinions expressed are those of Dr. Hans Rosling and not necessarily those of Raymond James.
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FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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