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Staying up-to-date can help you make smart decisions about your finances. So can filtering through the noise of the headlines to stay focused on your unique, personal situation and long-term plan.

Because everything is interconnected - tax planning strategies can impact retirement planning, coordinating investment management and estate planning is important, and inadequate protection planning can jeopardize everything - we keep you continuously informed about potentially relevant issues through regular review appointments as well as newsletters, reports and articles such as these:

Tax Newsletter Spring 2023

One of our goals as your team of advisors is to identify as many tax savings opportunities and strategies as possible for you.

Insights Newsletter Spring 2023

What constitutes "Wealth" To You?, Secure Act 2.0, Investment Committee Recap, Benefits of Team-Based Wealth Management, Cornerstone Team's Annual Core Value Awards, Raymond James Tax Form 1099 Mailing Dates

Tax Report November 2022

We’re here to offer practical, actionable strategies you can implement right away and help you keep more of what you make.

Market Volatility

Market volatility can happen at any time. While we can't control what happens in Washington or on Wall Street, we can control how we prepare for and respond to the resulting gyrations. Visit this page to hear from Cornerstone's advisors and learn more, including why the markets care about the coronavirus and historical market performance during and after past epidemics.

6 Things to Remember When Markets Fall

  It can be unsettling when your portfolio and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times.

How To Help Mitigate The Negative Impacts Of Market Swings

  Review how to better prepare your portfolio for a downturn -  and how to potentially take advantage of one when it occurs. 

Financial Journeys (Raymond James Newsletter)

Successful Women (Raymond James Newsletter)

Business Dimensions (Raymond James Newsletter)

Articles about management, financing and other issues impacting your small business.

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Raymond James Financial Advisors do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.