Lee Wealth Management of Raymond James

29/09/2026

From data centers to regulation, AI is becoming an increasingly important policy issue. Raymond James Washington Policy Analyst Ed Mills discusses what that could mean for markets:

25/09/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

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21/09/2026

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income that won't falter no matter what happens in the market. Explore why income annuities are becoming increasingly popular:

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18/09/2026

Check out Market Views from Asset Management Services as Vice President of Portfolio Management, Iris Wang, CFA, revisits one of the market's biggest themes: artificial intelligence.

04/09/2026

The 2Q26 earnings season was one for the record books. In the latest Q&A with Investment Strategy, we discuss why we are optimistic that corporate fundamentals can continue to support equity performance.

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31/08/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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24/08/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

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20/08/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
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18/08/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

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10/08/2026

We're proud to share that one of our Financial Advisors, Ryan Lee, was recently featured on WTVY News 4, where he provided financial planning insights for individuals serving as caregivers.

Caregiving often comes with important financial responsibilities and unique planning challenges. In this segment, Ryan discusses strategies to help caregivers navigate these decisions with greater confidence and prepare for the future.

Ryan Lee of Raymond James Financial talks about practical financial planning for caregivers.