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Online Investment Tools

We offer a convenient way for you to research, learn, and run calculations from the comfort of your home. Use these tools to play with the numbers, manage your savings, and plan your investments

Calculators*

Figure out investment yields, how to save a million dollars, and more with these online calculators. Fleshing out a detailed plan is the first step in making your dreams a reality.

Investment Articles

Why Choose Sustainable Investing?

Learn more about the potential of sustainability.

Over Time, Markets Have Proved Positive and Resilient

When markets react, consider a broader historical perspective before changing your financial course.

Why Contribute to a Roth IRA?

Learn more about the benefits of a Roth IRA.

Considerations for Your Social Security Strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions.

Offset Taxes with Retirement Account Contributions

Consider using tax-advantaged accounts to help lower your tax bill.

Protecting Your Social Security Payout

Planning for the possibility of long-term care isn’t simply smart, it’s necessary.

Did You Know 529s Are Powerful Estate Planning Tools?

This versatile account might be the estate planning vehicle you need to learn about.

 

All investment services are provided through our broker-dealer Raymond James Financial Services, Inc.

*These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

 

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Security Service Investment Group and Security Service Federal Credit Union are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


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