Investments Education

We believe that investing involves developing a long-term financial strategy for each individual's needs.

We believe that financial advisors can help you employ a long-term investment strategy based on facts and careful research, rather than on emotions and short-term market swings.

We believe that investing is a lifetime process, and while you may have many questions that we can answer, we know that we don't know everything.

Below you'll find links to a number of investment resources, publications, and calculators. While these are great places to educate yourself on the basics of investing or build on your current knowledge; they are not substitutes for a professional financial advisor who is working with you individually.



Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Union Investment Services and all affiliated companies are independent of Raymond James Financial Services. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Union Investment Services
3900 Westerre Pkwy, Suite 201
Henrico, VA 23233