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.
Market Commentary & Research
It's pretty much over, at least in the eyes of the market. The US election uncertainty was largely removed over the weekend with the Associated Press and other major outlets declaring Joe Biden the winner of the 2020 election on Saturday. Biden looks to have secured 290 electoral votes and would reach 306 if Georgia is called in his favour. In what is an American past time, Trump has been exploring legal action and recounts which he is fully entitled to do.Read More about Shifting Focus
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.Learn more about Top Investment Themes
No One Left Behind
Fans of The Office will immediately recognize one of Robert California’s pointed social observations, “Life is long, opinions change. Winners prove me right. Losers prove me wrong.” This year has been difficult, to say the least, and it has created many losers, but also many winners. As the new bull market approaches its first full year in the coming quarter, the current winners will need to prove their lofty valuations are justified, and losers will need to show that the discounted valuation is unwarranted. The winners of the pandemic, mostly technology stocks, have benefited from the rapid adoption of new technologies within our daily lives.Read More about No One Left Behind
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