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With over 400 million in client assets as of 2023, we are striving to defining a new type of financial planning experience—blending technology, transparency, and access with time-tested strategies to help keep you at the center. As a premier next generation advisory group, we have spent years mastering traditional wealth management strategies. Through this we have seen the need for a more modern,
05/19/2023
ChatGPT is the fastest consumer application in history to reach 100 million users. What makes this technology unique and what risks could it pose? IT Head of Innovation Kemal Kvakic offers his insight on the latest episode of For What It's Worth.
Will ChatGPT (and the AI behind it) revolutionize our lives? www.raymondjames.com
03/23/2023
One year into a tightening cycle designed to curb rising inflation, the Fed indicated that its rate hikes may soon be drawing to a close after a 25 basis point increase was announced at its March 22 FOMC meeting.
Fed raises interest rates with a 25 basis point increase www.raymondjames.com
02/14/2023
Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement saving. Review the key takeaways and contact your advisor to find out how this impacts your financial plan.
Review key takeaways of the SECURE Act 2.0 www.raymondjames.com
01/31/2023
Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.
01/20/2023
Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions.
New year opens window of opportunity for bond investors www.raymondjames.com
01/01/2023
Wishing you all the best for your plans, goals and resolutions as we head into 2023. Raymond James offices and the market are closed Monday, January 2, in observance of New Year's Day.
12/25/2022
Merry Christmas! May your celebrations be filled with peace, joy and time spent with those you cherish most. Raymond James offices and the market are closed Monday, December 26, in observance of Christmas Day.
CIO Larry Adam shares the Investment Strategy team's market-focused wishes for the new year. https://www.raymondjamesconnect.com/aiOhSQ
12/09/2022
Do you have a backup plan when it comes to your retirement? Here's how to pivot with grace should plans go adrift:
Confidently navigating changes near retirement www.raymondjames.com
12/01/2022
The housing market is in a rough spot as the reality of higher mortgage rates hits, but elsewhere in the economy November had more good news than bad. Read the full recap.
S&P 500 secures second consecutive month of gains www.raymondjames.com
11/18/2022
While 2022 has proven challenging for investors, CIO Larry Adam shares why there's still plenty to be thankful for.
Markets find reasons for optimism amid volatile performance www.raymondjames.com
11/07/2022
Reporting lower taxable income is a key way to lower your tax bill. Without earning less, another option is to stash income into tax-advantaged accounts. Consider meeting 2022 contribution limits to qualified retirement plans and reviewing new 2023 limits.
Review retirement plan contribution limits for 2023 www.raymondjames.com