Useful Resources from Raymond James

Our advisors' affiliation with Raymond James enables us to provide clients with a wealth of additional resources to help inform your financial planning and investing.


Client Resources



2012 Economic Outlook
Beyond the Headlines: Finding Bright Spots in the Economy
Investors remain uncertain as U.S. and global markets respond erratically to headlines about the European debt crisis and "frustratingly slow" economic growth. But as we dig below the surface, there are several sectors working in our favor, offering bright spots in the growth and improvement cycle. Our knowledgeable professionals explore these opportunities in this annual outlook.
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Market Commentary and Research
Raymond James’ professional analysts offer their expert insights on market and economic outlooks and trends.
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Retirement Planning Calculator 
One goal nearly all investors share is planning for a comfortable and secure retirement. Raymond James' retirement planning calculator can help you begin to get a handle on how much savings you'll need to support the retirement lifestyle you desire. (Note: This calculator is a simplistic tool for estimating retirement savings and is not a substitute for more personalized and detailed analysis that can be provided by a professional advisor.)
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Risk Tolerance Quiz
Investing inherently carries risk. In developing your customized investment strategy, it’s important for you and your advisor to have a clear understanding of your personal risk tolerance. This ten-question quiz can help you figure it out.
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Contact John Estes, CFP®
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