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History

Historical facts about federal agencies, the government, and its employees

All Articles on History (2 of 5)

Image for NASA News: Artemis I Mission to Moon Delayed
Sep 1
Benefits Ben

NASA News: Artemis I Mission to Moon Delayed

Image for Quiz 14: IT Workforce, TSP, and July 4th Trivia
Jul 15
STWS

Quiz 14: IT Workforce, TSP, and July 4th Trivia

TSP
Image for Happy Thanksgiving from Serving Those Who Serve
Nov 24
STWS

Happy Thanksgiving from Serving Those Who Serve

Image for USPS News: Postal Banking Experiment, Higher Costs, Slower Service, & More
Oct 15
Benefits Ben

USPS News: Postal Banking Experiment, Higher Costs, Slower Service, & More

Image for GAO Finds No Issues with SpaceX and NASA’s Contract to Land on Moon
Aug 11
Benefits Ben

GAO Finds No Issues with SpaceX and NASA’s Contract to Land on Moon

Image for New “Mutual Fund Window” in TSP to Arrive in 2022
Jul 22
Benefits Ben

New “Mutual Fund Window” in TSP to Arrive in 2022

TSP
Image for 4 Fun Facts for the 4th of July!
Jul 2
STWS

4 Fun Facts for the 4th of July!

Image for Federal Employees Got Friday, June 18th Off with New Holiday
Jun 24
Benefits Ben

Federal Employees Got Friday, June 18th Off with New Holiday

Image for Famous Feds: Walt Whitman and Dr. Suess
Jun 21
Benefits Ben

Famous Feds: Walt Whitman and Dr. Suess

Image for Famous Feds: Steve Carrell
Jun 16
Benefits Ben

Famous Feds: Steve Carrell

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2024 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse 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. Contact our office for information and availability.

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Check the background of this firm on FINRA’s BrokerCheck

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SIPC

STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).