A collection of tools and resources to help keep you informed
A key component of our commitment as financial advisors is a dedication to keeping our clients educated and informed. So in this section, we offer the latest news from our team, updates on our industry and perspectives from market luminaries. You’ll also find helpful financial calculators and links to other useful websites.
Be sure to stop in often for regular updates.
Investor Access – Click here to login to your account.

that Paul Veltman has been named to the
2015 Raymond James Chairman's Council,
the firm's highest honor.*
Clients' Needs Always Come First – As Seen In Forbes, December 29, 2014
- Weekly Commentary by Raymond James Chief Economist Dr. Scott Brown
- Investment Strategy by Raymond James Chief Investment Strategist Jeff Saut
- Weekly Technical Commentary by Raymond James Chief Market Technician Art Huprich
- Bond Market Commentary
- Energy Stat of the Week by Raymond James Energy Analyst Marshall Adkins
- Monthly Economic Calendar prepared by Raymond James Chief Economist Dr. Scott Brown
- Insurance Calculators
- Investment Calculators
- Loan Calculators
- Personal Finance
- Retirement Savings and Planning
- 401(k) Savings Calculator
- 401(k) Spend It or Save It Calculator
- 403(b) Savings Calculator
- Company Stock Distribution Analysis Calculator
- How Important is Social Security?
- Required Minimum Distribution (RMD)
- Retirement Contribution Effects on Your Paycheck
- Monthly Income Estimator
- How much do you need to retire?
- Retirement Plan Withdrawal
- Retirement Planning Calculator
- Roth 401(k) or Traditional 401(k)?
- Roth IRA Savings Calculator
- Roth IRA Conversion
- Roth vs. Traditional IRA
- Social Security Benefits
- Traditional IRA Calculator
- Savings Calculators
- Tax Calculators
- Social Security Administration
- Federal Reserve
- FDIC
- Internal Revenue Service
- Nasdaq
- New York Stock Exchange
- AMEX Stock Exchange
- Chicago Board Of Trade