Market Commentary & Research
Value is What You Get
Valuation levels, at some point in this cycle, will mean something again. If history holds, the analysis of periods when markets are expensive suggests US investors who are putting money to work today should expect lower than average returns, greater volatility and be prepared for a 1/3 chance of a negative 5 year return.Learn More about Value is What You Get
Investment Strategy Quarterly: "2020"
As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive.Learn More about Investment Strategy Quarterly: "2020"
What are you planning for ?
You have goals.
No two people have the exact same goals. That’s why it takes an individually tailored financial strategy to make your goals a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized strategy to help you get there.
Growing My Wealth
Your advisor can help you build a portfolio that aligns with your goals, timeline, and personal tolerance for risk.
Preserving My Wealth
Our advisors have the resources and expertise to help build a plan for life's "what-ifs".
Planning for Retirement
It's never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
Providing for Family
Supporting a child's education or caring for an aging loved one shouldn't mean sacrificing your future.
Managing My Estate
Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.
Growing My Business
Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.
Advice, Products, and Services
Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.View all Advice, Products and Services
Working with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.Learn More
Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.Learn More
Asset Management Services offers you personalized fee-based investment solutions.Learn More
Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.Learn More
Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.Learn More
Market Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.Learn More
What Makes Us Different
Working With a Raymond James Advisor
Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.Learn More
About Raymond James
Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.Learn More
Market Commentary & Research
To Cut or Not To Cut
The Bank of Canada (BoC) has managed to hold the line on cutting the overnight rate despite falling commodity prices, rail blockades or weak export markets. The list of worries for the Canadian economy seemingly builds every day, but growth has managed to hold up. In this weekly note, we consider some of the factors the BoC is paying attention to as they assess their policy rate.Learn more about To Cut or Not To Cut
The energy we use today is dependent on our ability to store it in areas such as underground natural gas reservoirs, fuel tankers or hydro dams. However, as our sources of power generation change (from coal and natural gas towards wind and solar) so will the way we store energy. In this piece, we highlight the main demand sources for batteries (particularly the lithium ion battery, or LiB), demand drivers for energy storage, alternative energy storage technologies as well as ways to invest in the space.Learn more about Full Charge
Raymond James Financial Announces Key Senior Leadership Appointments
Raymond James Financial, Inc. (NYSE: RJF) Chairman and CEO Paul Reilly today announced an executive management change as well as leadership appointments within the Asset Management Services division.Learn More