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Refer
a friend
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July 2008
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Welcome to our July Client Memo! We hope you are having a great
summer and look forward to seeing you at our August 9th Client Appreciation
Event. You will want to check our website at www.bullmkt.com for the latest
information on all upcoming events and market news.
Please contact us with any questions on this Client Memo or whenvever we can be of service to you, your family or
friends.
Respectfully,
Randy Carver
, RJFS Registered Principal
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Style
Drift: Do You Know Where Your Assets Are?
Every investment you own should have a specific role in your portfolio.
However, even if you've established an appropriate asset allocation, it's
a rare portfolio that remains static for years. Even if you don't alter
your holdings, style drift may make changes for you.
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Tax-Wise
Gifting Strategies for Seniors
You've spent most of your life building your wealth. Now, your concern
may have shifted to reducing your estate and saving taxes. You'll want to
consider making gifts in ways that will minimize tax. Here are some
tax-wise gifting strategies to consider.
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All securities
& investment advisory services offered exclusively through Raymond
James Financial Services Inc. The information contained in this Client Memo
does not purport to be a complete description of securities, markets, or
developments referred to in this material. The information has been
obtained from sources considered reliable, but we do not guarantee that the
foregoing is accurate or complete. No tax or legal advice is given or
intended, you should discuss any tax or legal matter with the appropriate
professional. Past performance does not guarantee future results. Any
information is not a complete summary or statement of all available data
necessary for making an investment decision. Any opinions are those Randy
Carver and not necessarily those of RJFS or Raymond James. Expressions of
opinion are as of 11/14/2007 and subject to change without notice. You
should discuss any tax or legal matters with the appropriate professional.
Past performance does not guarantee future results.
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