Decorative Tilda

A continuous source of valuable financial information

Over the years, through work experience and commitment to continuing education, our team members have accumulated a wealth of knowledge about financial planning and investment management. Our blog serves as one popular way we share all we have learned. We hope you find it useful and encourage you to contact us if you have any questions or comments about our thoughts.

Holiday Shopping Tips from Steel Valley Investment Group of Raymond James
December 6, 2019

Holiday shopping can seem overwhelming, endless, and sometimes even a real pain for some.
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How Much Should You Have in Emergency Savings on a Lower Income?
November 21, 2019

You’ve surely heard that you should have some money put away for emergencies, especially if you are in a lower income bracket. How much? Probably depends on who you ask.
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Loss of a Client
October 22, 2019

At 11 o’clock last night I sat in my kitchen, head in my hands, stifling sobs.
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Check out the New Popular Place for Retirees (It's not Florida!)
October 15, 2019

The 2019 Global Retirement Index study recently listed somewhere that isn’t Florida, isn’t in The United States, and isn’t near the equator as the best country to retire.
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Famous Fraudster Warns Against Credit Cards
October 1, 2019

Frank Abagnale may not be a household name, but you probably know his work.
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Generation X Losing Confidence in Retirement
September 17, 2019

While Baby Boomers feel confident in their financial situations once they retire, and millennials are feeling better about theirs, the same can’t be said for Generation X. GenXers are exceedingly less confident in their retirement prospects, according to a few new studies.
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Five Financial Tips for College Students
July 31, 2019

College can be a challenging time for a variety of reasons. From scheduling to classes to extracurriculars to even social time, it can be difficult to stay on top of it all.
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Experience Musikfest on the Cheap
July 18, 2019

With the upcoming 2019 Musikfest, there’s a lot to be excited for!
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A Few Ways to De-Stress when it Comes to Finances
June 18, 2019

Financial stress can be life changing. It’s something that nearly all of us have experienced, which makes it all the more relatable.
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The Biggest Financial Regret for New Parents
June 4, 2019

For many, from the moment a couple finds out that they are having a baby, the stress can begin.
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Save on Your Summer Vacation with These Tips
May 21, 2019

There’s never a bad time to start saving for your summer vacation, even during it.
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What to Do After You File Your Tax Return
May 7, 2019

Tax season can be stressful, depressing, and take up a lot of your free time.
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Raymond James Cares about Magic Beans?
April 24, 2019

Have you ever had the opportunity to learn how to blow glass? Until last week, I hadn’t either.
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A Few Tips on How to Be Good with Money
April 3, 2019

There are usually two types of people, those who say they are “good with money” and those who don’t say that.
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Pros and Cons of Starting an LLC
March 20, 2019

Nearly everyone knows someone who has formed an LLC at some point in their lives. Maybe it was your cousin who sold a bunch of fun t-shirts that one summer.
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6 Easy Ways to Save a Buck
March 6, 2019

Sometimes, looking at the long haul when it comes to savings can be overwhelming. Sure, you know that it’s a good idea to start saving money, but it just seems so hard to make a dent.
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Inflation and Why it Matters to You
February 20, 2019

We all have at least a moderate grasp on what the term “inflation” means. We’ve all seen those photos on Facebook showing the prices of gasoline and other goods with prices so low that we can’t even quite comprehend it.
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The Costs of Selling Your House
February 7, 2019

You’re selling your house and you’re ready to make some money! But, before that, you should know about some of the costs, yes costs, that are going to come with selling your home to that perfect buyer.
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How to Build Good Credit
January 23, 2019

Credit Scores are much like salaries at work. Most people don’t openly discuss them with each other and you probably could get yours a little higher with extra knowledge, work, and maybe even negotiation.
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What College Students Should Know About Credit Cards
January 9, 2019

Credit Cards can be a valuable asset for a college student, especially for a student trying to build their credit and start their journey on responsible borrowing and finances.
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What is a Good Credit Score?
December 27, 2018

Most people have an idea of what a good credit score is. Something closer to 800 means you’re doing pretty well.
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These are the opinions of the author and not necessary those of Raymond James, and are subject to change without notice. Past performance is not a guarantee of future results. Information contained herein is believed to be from reliable sources but we do not guarantee their accuracy or completeness.

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