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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.

Market Commentary & Research

Market Perspectives  |  January 27, 2021

Micro Bubbles

There are clearly some areas of the market that have excess froth – renewables, clean energy, EVs, and special purpose acquisition companies(SPACs) are a few that come to mind. Their popularity is generally driven by developing secular trends and longer term changes in how society functions. But then there are the crazy excesses we're seeing in companies trending on social media.

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Trends & Ideas  |  March 6, 2020

Top Investment Themes

Thematic investing focuses on a top-down investment approach that identifies companies with exposure to a specific theme, be it macroeconomic, long-term structural trend or specific target market. This type of investing has become even more widespread with the propagation of theme-based exchange-traded funds (or ETFs). These funds have exposure to companies that benefit from either technological, demographic or environmental trends.

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Insights & Strategies  |  February 4, 2021

Exploring Opportunities in EM

One of the themes we have highlighted since upgrading equities to overweight in October 2020 has been the concept of broadening participation. Broadening can occur as investors shift their attention and capital towards areas of the market that have lagged, like moving from a concentration in large-cap technology stocks to value stocks or the deeply depressed commodity sectors.

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