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Raymond James Financial Inc. said this week it has applied to be part of a federal plan to boost capital in financial institutions and spur lending. ...more
November 22, 2008 | 
Most people carry several credit cards in their wallets for times of emergencies or entertainment. ...more
October 8, 2008 | 
Financial advisers and brokers in the Tampa Bay area found themselves caught up in the turmoil of Wall Street this week as anxious clients called looking for help making sense of the breathtaking sweep of events. The tumult culminated Friday with a federal government plan to cleanse banks of the bad mortgages that had touched off a world financial crisis. The government plan ignited a two-day rally on Wall Street on Thursday and Friday that erased shattering losses earlier in the week when insurance giant AIG, swept up in the mortgage mess, teetered on bankruptcy. ...more
September 20, 2008 | 
There's some sentiment that a government rule that forces retirees to withdraw money from their IRA and 401(k) accounts when they turn 70 1/2 may need to be changed. That's because people are living longer and need to keep as much of their retirement money for as long as possible, said several financial advisers and a leader of the Senate Finance Committee. ...more
September 3, 2008 | 
LOCAL FINANCIAL ADVISER OFFERS 'STRATEGIES FOR MONEY MANAGEMENT' CLASS ...more
June 22, 2008 | 
Keeping your investments intact in today's market is hard enough. But if you're a couple, managing your investments together, it may be trickier. When it comes to investing, a couple could run into more trouble than a single person. ...more
June 1, 2008 | 
When it comes to graduation gifts for high school or college students, many parents turn their thoughts to laptops, jewelry, luggage or cash. ...more
May 25, 2008 | 
Don't panic. That advice could probably serve as a stand-in for "hello" at many brokerages these days. With Wall Street stumbling - particularly since the beginning of the year - uneasy investors are calling on financial advisers with an urgency not seen since the start of the decade. ...more
January 23, 2008 | 
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