Skip to content
facebooklinkedin
  • T: 641.628.6861
  • F: 641.628.2779
Feel free to reach out.
  • Home
  • Services
    • Services
    • Our Approach
    • Individual and Family Financial Planning
    • Business and Nonprofit Financial Planning
    • Women Investors
  • Our Team
    • Our Team
    • Nicole Boulais
    • Dawn Kleis
    • What Makes Us Different
    • About Raymond James
    • Frequently Asked Questions
  • Resources
    • Resources
    • Commentary & Insights
    • Client Access Videos
    • Calculators
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Raymond James
    800 Main St Pella, IA 50219-1522 T: 641.628.6861 F: 641.628.2779
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Charitable
    • Fixed Income
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Commentary
    • Newsletter
    • Video
    • Webinar
How will midterm elections impact the market?
10/28/2022
CIO Larry Adam provides context ahead of the November 8 elections.
Markets & Investing
Impress your clients and team with a virtual wine tasting
Pop the cork and celebrate a successful year with your employees or loyal customers.
Business Ownership
Read
Read
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Read
When Will Things Change?
10/24/2022
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Listen
The destructive, 10-figure industry that’s still expanding
The FBI reported last year's potential cybercrime losses at nearly $7 billion – and Chief IT Security Officer Todd Ferguson believes that to be an underestimation.
Technology & Innovation
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020 or 2021 will not face withdrawal penalties until 2023.
Retirement & Longevity
Quick thoughts from a fixed income strategist
10/17/2022
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Social Security increases benefits by 8.7% for 2023
The cost of living adjustment represents the largest increase in 40 years.
Retirement & Longevity
Read
Read
Making the most of Medicare's open enrollment period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Always here for you
  • 800 Main St Pella, IA 50219-1522
  • T 641.628.6861
  • F 641.628.2779
facebooklinkedin

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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use