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  • 7465 E Tanque Verde Rd Tucson, AZ 85715 T: 520.549.1988
  • Scottsdale, AZ-EPS02
    9237 E Via de Ventura Ste 130 Scottsdale, AZ 85258-3565 T: 480.887.4779 F: 480.887.4768
    Map and Directions Map and Directions
  • Scottsdale, AZ-EPS
    8360 E Raintree Dr Ste 201 Scottsdale, AZ 85260-2689 T: 480.569.7881 F: 480.569.7782
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  • Phoenix, AZ-EPS01
    2222 W Pinnacle Peak Rd Ste 160 Phoenix, AZ 85027-1224 T: 623.259.1273 F: 623.259.1274
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  • FountnHills,AZ-EPS03
    17100 E Shea Blvd Ste 100 Fountain Hills, AZ 85268-6624 T: 480.867.6696 F: 480.867.6692
    Map and Directions Map and Directions
  • Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson
    4451 Brownridge Terrace Medford, OR 97504 T: 541.227.2947 F: 541.227.2974
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  • Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel
    16810 E El Pueblo Blvd, Suite 101 Ste 101 Fountain Hills, AZ 85268 T: 480.656.5553 F: 541.227.2974
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  • Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae
    3561 E Sunrise Dr Suite 105 Tucson, AZ 85718 T: 520.524.6111
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Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Read
Read
Bond market perspective
11/27/2023
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Financial resolutions for 2024
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
Read
IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.

Retirement & Longevity
Watch Video
Giving thanks for positive market, economic developments
11/21/2023
Raymond James Chief Investment Officer Larry Adam embraces the Thanksgiving spirit and shares five financial-related dynamics his team are thankful for.
Economy & Policy
Read
Healthcare need? Try printing it
3D printing is transforming the medical industry.
Technology & Innovation
Recurring fiscal deficits and the consequences
11/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Turn IRA assets into charitable contributions
New legislation may affect your philanthropic strategy.
Estate & Giving
October CPI inflation: Just what the Dr. recommended
11/17/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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