Muñoz Wealth Management of Raymond James

Muñoz Wealth Management of Raymond James

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Juan endeavors to create long-term, meaningful relationships with a select group of clients and pro

Disclosures:
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 r

Longevity Planning Thrive Guide 06/23/2026

You spent years intentionally building your business. Your life deserves the same level of intention.

Business owners are masters at creating plans—setting goals, solving problems, and building something meaningful. Yet one of the most important plans is often overlooked: designing the life your success makes possible.

Whether that means spending more time with family, improving your health, mentoring the next generation, giving back to your community, pursuing a new passion, or even building something entirely new, the goal isn't simply to accumulate wealth—it's to use it intentionally.

That's why we're sharing this Thrive Guide. It offers thoughtful ideas for creating a life filled with purpose, connection, and continued growth.

Financial planning isn't just about helping you build wealth. It's about helping you build the life you want wealth to support.

If you're thinking about what that looks like for you and your family, we'd be happy to continue the conversation.

Longevity Planning Thrive Guide raymondjames.com

06/21/2026

Leadership begins long before the boardroom.

It begins around dinner tables, on little league fields, during late-night conversations, and in the quiet moments when children are watching far more than they’re listening.

Fathers and father figures remind us that the greatest leaders aren’t remembered for what they accumulated. They’re remembered for the example they set, the values they lived, and the people they inspired.

Wishing all fathers and father figures a very Happy Father’s Day!

Weekly Economic Commentary: June 18, 2026 06/18/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines Federal Reserve Chair Kevin Warsh's new approach to Fed communication and his comment that "inflation is a choice."

Weekly Economic Commentary: June 18, 2026 raymondjames.com

Weekly Market Guide: June 17, 2026 06/18/2026

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

Weekly Market Guide: June 17, 2026 GCM_Weekly_Market_Guide.pdf

Photos from Muñoz Wealth Management of Raymond James's post 06/17/2026

The greatest investment an advisor can make isn’t in a portfolio—it’s in continuously sharpening their perspective.

Grateful to have been one of approximately 120 advisors invited to attend J.P. Morgan Asset Management’s Investment Summit in New York this week.

Thank you to Jason for the invitation and to the entire J.P. Morgan team for an exceptional two days. From thoughtful discussions on the economy and markets to innovative approaches in tax-aware investing, portfolio construction, and advisor technology, every session reinforced the importance of challenging our thinking and never becoming complacent.

Just as valuable were the conversations beyond the presentations—connecting with some of the brightest advisors from across the country, sharing ideas, and learning from one another. Those exchanges are often where the greatest insights are found.

On a personal note, it was especially meaningful to return to JPMorganChase after spending 15 years there. Walking through the firm’s new headquarters brought back a lot of great memories and served as a reminder of the people and experiences that helped shape my career.

Grateful for the opportunity, the hospitality, and the continued partnership. I look forward to putting many of these ideas into practice as we continue helping our clients pursue their financial goals.

Weekly Economic Commentary: June 12, 2026 06/12/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán explores recent inflation data and the growing disconnect between market sentiment and consumer experience:

Weekly Economic Commentary: June 12, 2026 raymondjames.com

Weekly Market Guide: June 10, 2026 06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

Weekly Market Guide: June 10, 2026 amazonaws.com

Weekly Economic Commentary: June 5, 2026 06/05/2026

Inflation pressure and labor market fundamentals are reshaping expectations for monetary policy. Raymond James Chief Economist Eugenio Alemán shares his insight in the latest Weekly Economics.

Weekly Economic Commentary: June 5, 2026 raymondjames.com

Weekly Market Guide: June 3, 2026 06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

Weekly Market Guide: June 3, 2026 amazonaws.com

May review: Tech earnings drive markets despite macro uncertainty 05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

May review: Tech earnings drive markets despite macro uncertainty raymondjames.com

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