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Andrea Patrick
2631 W Torch Lake Dr
Brownwood Paddock Square
The Villages, FL 32163-2001
D: 352.571.3124
M: 352.653.5500
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Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
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Family & Lifestyle
Our 10 investing themes for 2025
1/3/2025
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Economy will remain supportive of markets in 2025
1/3/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
2025 investing outlook
1/2/2025
The year ahead may present challenges as markets and the economy look to maintain momentum.
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Markets & Investing
S&P 500 records its second straight year of 20%-plus gains
1/2/2025
December's market activity highlights the need for caution in the near term.
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Markets & Investing
January 2025 Investment Strategy Quarterly
1/2/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
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Markets & Investing
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
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Business Ownership
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
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Tax Planning
Can the market and economic momentum continue in 2025?
12/26/2024
Raymond James Chief Investment Officer Larry Adam stresses the importance of selectivity and risk management.
Watch Video
Markets & Investing
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
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Markets & Investing
What factors could help the markets and economy prosper in 2025?
12/20/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
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