Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• The Economy - What you may have learned in high school Economics class or Econ 101 in college may be out of date. A lot has happened over the last 40 years and economists have revised their thinking about what influences the economy and under what circumstances. While there are some solid foundations to be found in investment theories by Fisher and Graham the economic picture looks different today and if you want to know why "fat tails" and "black swans" matter you may want to take a look at a new text book designed to let students and those who were students see the latest thinking. This is an introductory text that doesn't make you wait until grad school to get the "rest of the story". *Raymond James is not affiliated with any of the above organizations.
• Santa Fe Estate Planning Council - Includes a calendar of upcoming meetings--I go to them all but alert me if a topic applies to a situation about which you are concerned. Also includes a membership directory--I make no endorsements, but this is a good place to find professionals interested in estate planning. 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 web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
• FTC--Your Access to Free Credit Reports - Here are the details about your rights under the FCRA and the Fair and Accurate Credit Transactions (FACT) Act, which established the free annual credit report program. 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 web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
• Help for Consumers - Access the National Endowment for Financial Education site offering concise advice for readers at different stages of life and facing major decisions. 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 web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
• How Long Should I Keep Records? - IRS website gives a general rule and exceptions. Remember there may be other reasons to keep records after they are no longer required by the IRS. 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 web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
• The Economist Topic-- Asset Management - Many people ask me what they should read to improve their understanding of the investment process. The Economist is one of the best sources. 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 web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.