Wealth Advisory and Brokerage Services
Settlement Planning
Estate Planning Strategies
Restricted Accounts
Retirement Planning Services
Raymond Wealth Advisors
Connecticut Financial Center, 157 Church Street, 19th Floor
New Haven,
CT
06510
Phone:
- 203-640-2129
Fax:
- 203-287-0862
E-mail:
Newsletters
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Could There Be a Shift from Growth to Value?
While growth stocks have dominated the market for the last two decades, some analysts believe there could be a shift to value stocks, which have outperformed for much of the market’s history.
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.