Please join us for our upcoming virtual presentation on our Midyear Market Outlook. The presentation will take place on September 24th at 1:30pm. Please click the link below to register.
Advanced Planning Wealth Management Group with Raymond James
Advanced Planning Wealth Management Group
At the Advanced Planning Wealth Management Group, our mission, and passion, is to bring only the highest level of Pension Maximization and Financial Planning Strategies to all Federal Government Agency employees and retirees. With over 50 years of combined experience, in both the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS), the highly skilled Retiremen
08/09/2021
Raymond James Chief Economist Scott Brown discusses the July Employment Report in his latest commentary.
The July Employment Report - www.raymondjames.com www.raymondjames.com
08/06/2021
While timing the stock market precisely is a challenging, if not impossible feat, there are techniques investors can employ to maximize their long-term performance. Find out how from Raymond James CIO Larry Adam.
Weekly Investment Strategy: August 6, 2021 - www.raymondjames.com www.raymondjames.com
08/03/2021
Any company that you're trusting with your information – especially personally identifiable information – should have robust policies and infrastructure around both privacy and security. What should you look for? Read more.
Give Your Financial Privacy an Added Boost www.raymondjames.com
08/02/2021
Beneath the major market indices' record-setting headline numbers hid intrigue as rifts developed between who's in and who's out. Check out our July market recap for more info:
S&P 500, NASDAQ Set Seven New All-Time Highs in July www.raymondjames.com
08/02/2021
The economy strengthened considerably in the first half of this year, much more than the headline GDP figure would suggest. Read more from Chief Economist Scott Brown.
07/30/2021
Do you know how your various investment income are taxed? We're breaking it down.
How Different Types of Investment Income Are Taxed www.raymondjames.com
07/30/2021
With 2Q21 earnings season ~73% complete, it is poised to become the best on record, with earnings growth likely to end at ~85%.
Read more from CIO Larry Adam.
Weekly Investment Strategy: July 30, 2021 - www.raymondjames.com www.raymondjames.com
07/23/2021
Raymond James CIO Larry Adam discusses economic growth across the globe and says "the global economy is poised for its best post-recession annual growth rate in 80 years." Read his latest commentary.
Weekly Investment Strategy: July 23, 2021 - www.raymondjames.com www.raymondjames.com
07/19/2021
Check out the latest economic commentary from Raymond James Chief Economist Scott Brown.
07/16/2021
Raymond James CIO Larry Adam says, "This 2Q21 earnings season is set to earn its own long list of records, which should include the best quarter of earnings growth since at least 2002, record revenues, and record earnings growth for some sectors."
Weekly Investment Strategy: July 16, 2021 - www.raymondjames.com www.raymondjames.com
07/09/2021
Raymond James CIO Larry Adam discusses economic and financial market views for the second half of 2021 as we peek into 2022. Check out the Weekly Investment Strategy.
Weekly Investment Strategy: July 9, 2021 - www.raymondjames.com www.raymondjames.com
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4770 Campus Drive Suite 210
Irvine, CA
92660
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |