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.
Planning for the Unexpected
Market Commentary & Research
Attack on Aramco
This week the market’s attention shifted away from trade wars to a potential military conflict in the Middle East. By now, most are aware of the overarching details: Saudi Arabia’s main oil processing and storage facility Abqaiq, which processes roughly 7 mln/bpd, was attacked forcing the shut down of more than 5 mln/bpd of capacity. This is the most significant disruption to global oil supply in modern history, as it represents about 5% of global production. Spot WTI and Brent oil prices jumped 15.5% and 12.4%, respectively on the news, but as it became evident the Saudis will have much of the production back online in the coming weeks both benchmarks retreated.Learn More about Attack on Aramco
Revisiting “Better Than Bonds”
Globally, investors have been flocking to safe-haven assets such as bonds over the past decade, sending bond yields to record lows (bond yields and prices are inversely related: when yields decline, bond prices increase). In fact, Canada, the US, UK, Australia and New Zealand are the only developed markets without government bonds trading with negative yields. The recent push that have sent bond yields to record lows come amid concerns over global trade, slowing global economy and heightened recession fears.Learn More about Revisiting “Better Than Bonds”
Powell Pivot Complete
The US Federal Reserve delivered its first interest rate cut in over a decade amid concern decelerating global growth may further weigh on the US economy.Learn More about Powell Pivot Complete