CD Flier
December 27, 2022 11:55 am Comments Off on CD FlierCD flier short
Author Archives for wallerandwax
What’s Ahead in 2023? Inflation, Rate Hikes & The Markets
December 20, 2022 3:36 pm Comments Off on What’s Ahead in 2023? Inflation, Rate Hikes & The MarketsAs we have seen throughout much of 2022, inflation concerns and Federal Reserve policies have continued to top news headlines...
WWA IRIA Notice Explanation
December 9, 2022 1:01 pm Comments Off on WWA IRIA Notice Explanation
Five (5) Minute Market Volatility Update from Jon
September 2, 2022 11:28 am Comments Off on Five (5) Minute Market Volatility Update from JonWe entered August in the midst of an upswing for stocks that had provided consistent, broad gains since mid-June, but...
Five things you need to know about the changing college admissions landscape
August 31, 2022 10:33 am Comments Off on Five things you need to know about the changing college admissions landscapeFive things you need to know about the changing college admissions landscape
Five (5) Minute Video from Jon Regarding the Latest Market Volatility
June 13, 2022 7:46 pm Comments Off on Five (5) Minute Video from Jon Regarding the Latest Market VolatilityThe widespread talk of economic problems and negative outlook is stoking concerns for most investors. We do not know if...
What’s Next for the Economy? Jon Wax’s Q2 Update
May 4, 2022 1:03 pm Comments Off on What’s Next for the Economy? Jon Wax’s Q2 UpdateInflation concerns and Federal Reserve policies continue to top news headlines and fuel persistent market volatility. Looking at the big...
Five (5) Minute Video from Jon Regarding the Recent Market Volatility
April 27, 2022 12:59 pm Comments Off on Five (5) Minute Video from Jon Regarding the Recent Market VolatilityMarket volatility remains elevated with the NASDAQ Index entering Bear Market territory. The month of April has experienced some of...
‘Waller & Wax Gives Back’ Campaign: 365 Days of Partnership with a Charity
March 8, 2022 3:31 pm Comments Off on ‘Waller & Wax Gives Back’ Campaign: 365 Days of Partnership with a CharityTeam Gleason – Empowering people with ALS to live purposeful lives Written by: Ellie Sommers, Operations Associate As part of...
Three (3) Minute Video from Jon Regarding the Ukraine Crisis and Market Volatility
March 8, 2022 1:18 pm Comments Off on Three (3) Minute Video from Jon Regarding the Ukraine Crisis and Market VolatilityThe news cycle is focused on the ever-changing information coming out of Eastern Europe, which has elevated concerns about the...
Valspar Map
March 8, 2022 11:26 am Comments Off on Valspar MapWWA Suite #2 on 14th Green
Operations Intern
February 10, 2022 10:40 am Comments Off on Operations InternWaller & Wax Advisors – Tampa, FL Job Summary: Our company is looking to hire an operations intern to learn...
What’s Ahead in 2022? Inflation, Rate Hikes & The Markets
January 31, 2022 12:29 pm Comments Off on What’s Ahead in 2022? Inflation, Rate Hikes & The MarketsRemember the Boy Scout motto, “Be Prepared”? Investors may find that strategy useful as inflation and Federal Reserve policies could...
Finding Beauty in the Ordinary: Catching up with Laura Waller
October 26, 2021 3:14 pm Comments Off on Finding Beauty in the Ordinary: Catching up with Laura Waller1) When did you start painting and was there a defining moment when you decided to pursue your passion? I...
How-to Find Your Raymond James Tax Documents Online
February 25, 2021 11:44 am Comments Off on How-to Find Your Raymond James Tax Documents OnlineWhen you are ready to do your taxes, you want to have all the paperwork you need. Did you know...
Waller & Wax Privacy Policy
December 31, 2020 1:25 pm Comments Off on Waller & Wax Privacy PolicyWaller & Wax – Privacy Policy
How-to Receive & Send Secure Messages
November 19, 2020 1:24 pm Comments Off on How-to Receive & Send Secure MessagesIn today’s era of online communication, making sure we keep your personal information safe has never been more important. And...
How-to Set Up 2-Factor Authentication
August 10, 2020 9:13 am Comments Off on How-to Set Up 2-Factor AuthenticationYour security is a top priority for us. That’s why you can expect an extra layer of security on your...
How-to Aggregate Your External Accounts
August 10, 2020 9:11 am Comments Off on How-to Aggregate Your External AccountsReady to put your full financial picture together? Client Access can help. Once you log on, we’ll show you how...
How-to Set Up E-Delivery
August 10, 2020 9:07 am Comments Off on How-to Set Up E-DeliveryThink it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy....