Skip to content
Skip to Client Access
Home
Our Clients
Our Clients
Families & Individuals
Retirees
Business Owners
NonProfits
Endowments & Foundations
Services
Services
Our Approach
Traditional Investment Management
Sustainable Investing
Financial Planning
Retirement Planning
Business Planning
College Funding
Tax Planning
Trust Services
Estate, Charitable Giving & Trust
Financing & Borrowing Strategies
About Us
About Us
Kevin Brady
Lynn Magnus
Kaila E. Kelleher
Galen G. Crane
Mikayla Ploof
Benjamin Sitts
Tyler Frank
Why Work with a CFA®
Why Work With a CFP®
What Makes Us Different
About Raymond James
Contact
Resources
Resources
Insights and Commentary
Investment Strategy Quarterly
WorthWhile
Client Access Videos
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
55 Barn Road
Suite 206
Lake Placid, NY 12946-1051
T
518.523.8050
F
518.375.8266
Map and Directions
Map and Directions
Insightful resources
for the informed investor
RESET ALL FILTERS
FILTERS
Date
2024
January
February
March
April
May
June
July
August
September
October
2023
January
February
March
April
May
June
July
August
September
October
November
December
2022
January
February
March
April
May
June
July
August
September
October
November
December
2021
February
May
June
July
August
September
October
November
December
2019
January
February
March
May
July
2018
July
October
Category
Business Ownership
Economy & Policy
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Business Owners
Charitable
Economy
Education
Fixed Income
Goal Planning
Housing
Investment Strategy
Longevity Planning
Retirement Planning
Women
Media
Article
Audio
Calculator
Checklist
Commentary
Document
Infographic
Newsletter
Video
Webinar
We didn’t find any resources for that keyword search. Please try again with different search terms.
Load More...