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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.


Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Community Service Spotlight

 We love our community of Mt Juliet and all of middle Tennessee. We have a strong core belief and shared responsibility to the community that gives so much to us. We believe that our clients, associates and friends feel the same way and in fact many of the projects we are privileged to help with are because of and alongside of our clients, associates and friends. Here are a few things we were able to assist with this quarter:  

Ann Wajler, Financial Assistant here in Mt Juliet and her husband Zig took the family to help out with Buddy Break at St Stephens Catholic Church. Buddy Break is a free recreational program for special needs children so parents can have a night out. Additionally they assisted with Room in the Inn at St Stephens. Room at the Inn provides hot meals and an overnight stay for homeless adults in the community. Ann is also the current secretary of Kiwanis Club of Mt Juliet. The Kiwanis are always active and sponsored the Ford Drive 4UR Community in April, handed out free sunscreen in June and provided two scholarships for graduating seniors of MJHS. They also made a donation of copy paper to 6 elementary schools in the area.


Jim Whatley and the Blues Brokers were able to headline a very successful fundraiser for Brooks House in March. Brooks House is a women’s shelter in Lebanon that provides a hand up for women in need. The Blues Brokers which include branch manager Larry Squires are consistently using their musical talent for charitable purposes. This year they continued their longtime support of the Wilson County Relay For Life by providing entertainment for all participants at the final celebration in June. Jim was also able to help with the Downs Syndrome Association of Middle Tennessee with their 2nd annual IBike program which is a week long program that teaches bike riding skills and safety to kids of any age. Additionally Jim provided support for Campus Outreach & Fellowship of Christian Athletes here locally.

Raymond James is not affiliated with and does not endorse any of the organizations mentioned.