Skip to content
Skip to Client Access
Home
Our Clients
Our Clients
Women Investors
Business Owners
Corporate Executives
Families & Individuals
Healthcare Professionals
Pre-Retirees
Retirees
Sudden Wealth
Services
Services
Our Process
Our Process
Our Approach
What Makes Us Different Videos
Services
Services
Alternative Investments
Banking & Lending Solutions
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Goal Planning and Monitoring
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your Team
Our Team
Our Team
Richard A. Fontana
Michael A. Napolitano
Marcus B. Tomaino
Shannon E. Butler
Susan Hobson
Karen A. Fontana
Our Partners
Our Partners
Lawrence Adam
William Geis
Kenneth Grider
John Hanlon
Michael Kosup
Nicholas L. Lacy
Brian Lefort
Joseph Weaver
Why Work With a CFP®
About Raymond James
In the Community
In the Community
How Do You Bristol?
Somerville Elks 60th Special Children's Committee International
Team Member Spotlight
Stars and Promises Concert Series
Somerset County Business Partnership
Annual Open House
History of 350 Main Street
United Way Tools for School
Resources
Resources
Commentary and Insights
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Forms
Forms
Client Account Profile Questionnaire
GPM Questionnaire
WorthWhile
Contact Us
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
350 Main St
Suite 4
Bedminster, NJ 07921-2689
T
908.470.4203
F
908.470.4099
TF
855.577.4395
Map and Directions
Map and Directions
18401 Murdock Circle
Suite B
Port Charlotte, FL 33948
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
November
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...
