Resources - Independent Financial Services

Travel securely: Keep your information protected on the go

Learn about a few simple things you can do to protect your personal information while you travel.

Recruit and retain your staff with equity compensation

Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.

Business Ownership

Prepare for proxy voting season

Understand the power of your vote in shaping your investments.

Markets & Investing

Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle

What to do after a loved one passes away

Take action during an overwhelming time with this quick guide.

Family & Lifestyle

Navigating pressure as a young millionaire

When success opens doors, it’s savvy decisions that can keep them open.

Business Ownership

2026 economic outlook

1/12/2026

Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.

Economy & Policy

Where should you retire?

Hint: It’s about more than the weather and scenery.

Retirement & Longevity

2026 investing outlook

1/6/2026

Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.

Markets & Investing

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Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Independent Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Independent Financial Services is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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