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Avoid these 9 Investing Mistakes

By Matt Starkey Investing is at best a risky proposition and sometimes even the best investment ideas don’t work out. However, avoiding these 9 mistakes may help improve your investing outcomes. 1. Investing without a plan When you take a road trip in your car you...

An Uncertain Landscape for Young Families

By Patrick Amey For today’s younger couples, taking a drive along the winding road of finances is a lot different than it used to be. There are so many choices—each one steering the young couple closer or further away from their goals. Hanging in the balance are two...

Deciding What to Do with Your 401(k) Plan When You Change Jobs

By Joni Lindquist When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer’s retirement plan? As you...

More than Summer School

Five financial lessons to help teach smart money management. From Raymond James® Point of View: It’s never too early to teach your children or grandchildren the value of a dollar. Children and young adults with a solid understanding of the role money plays in their...