January 2024 Market Commentary
The Markets (as of market close January 31, 2024) Stocks closed January generally higher. Each of the benchmark indexes listed here ended January higher, with the exception of the small caps of the Russell 2000. Historically, [...]
When Will I Receive My RJ Tax Documents?
As you prepare for tax season, here is some information that you may find beneficial: 2023 Form 1099 Mailing Schedule January 31 – Mailing of Form 1099-Q and Retirement Tax Packages and Raymond James Bank year-end [...]
Troy Forman Recognized by Raymond James with Membership to 2024 Executive Council II
Columbus, IN– Troy J Forman, MBA, Branch Manager/Financial Advisor/Investment Management Consultant, RJFS located at Forman Investment Services, 2635 Foxpointe Dr, was recently named a member of the Executive Council II. ** This marks the 9th consecutive [...]
Troy Forman in the News
Troy Forman Attends 2022 AMS Institute of Investment Management Consulting Level 2 Congratulations to Troy for attending the 2022 AMS Institute of Investment Management Consulting Level 2. This invite-only event brought together the IIMC community for [...]
Dealing With the Financial Side of Divorce
Dealing With the Financial Side of Divorce When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future. Parting ways [...]
Troy Forman in the News
Troy James Forman Achieves Membership in Raymond James Financial Services 2021 Executive II Council Columbus, IN - Troy James Forman, Branch Manager/Financial Advisor, Investment Management Consultant RJFS, located at 2635 Foxpointe Dr, Ste B, was recently [...]
The DIY Investor
Are you a DIY Investor? Since 1984, Dalbar Inc has published their annual “Qualitative Analysis of Investor Behavior” report. Since that time, the report has shown that DIY investors managing their own accounts consistently underperform [...]
