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Individuals & Families
We provide financial guidance on all matters related to managing and preserving your wealth.
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Plan Sponsors
We provide investment and operational guidance for sponsors of company retirement plans.
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Resources
Timely articles and market commentary to keep you informed regarding all financial matters.
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Individuals & Families
We provide financial guidance on all matters related to managing and preserving your wealth.
Read more +
Plan Sponsors
We provide investment and operational guidance for sponsors of company retirement plans.
Read more +
Resources
Timely articles and market commentary to keep you informed regarding all financial matters.
Read more +
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Equipping you as an informed investor

The timely information we’ve assembled here is designed to give you new insight into the ever-evolving financial marketplace and help build the confidence that comes from being a knowledgeable investor. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.

Concurrent Investment Commentary
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  • Concurrent 2021 Q2 Investment Outlook
  • Concurrent 2021 Investment Outlook
  • Concurrent 2020 Q4 Investment Commentary
  • Concurrent 2020 Midyear Outlook

Newsletters
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  • Financial Journeys
  • Business Dimensions
  • Successful Women

Checklists & Worksheets
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  • Retirement Readiness Checklist
  • Rolling Over Money to an IRA

White Papers
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Links of Interest
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  • Point of View
  • New York Stock Exchange
  • USA Today - Money
  • Barron’s Online
  • Investor’s Business Daily
  • Yahoo! Finance

Calculators
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  • Mortgage loan calculator
  • Car loan calculator
  • 401(k) savings calculator
  • Retirement income calculator
  • Roth IRA conversion calculator
  • Roth vs. Traditional 401(k) calculator
  • Roth vs. Traditional IRA calculator
  • Social Security Benefits calculator
  • Emergency Savings calculator
  • Don’t Delay Your Savings calculator
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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. Raymond James Financial Services, Inc. and the respective business conducted under Concurrent Advisors is not affiliated with Concurrent Investment Advisors, LLC, an independent Registered Investment Advisor commencing operations in November 2022. Concurrent Advisors, Winter Park Wealth Group, Schwartz Mabry Private Wealth Advisory, NEXT Retirement Solutions, 1792 Wealth Advisors, Goodrich Wealth Planning, Financial Partners Wealth Strategies, Heartland Wealth Management, Mill Ridge Wealth Management, The Hamilton Group, Citrus Wealth Management, and Elevon Wealth Management are not registered broker/dealers and are 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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