Skip to content
envelope
  • T: 561.981.3632
  • TF: 800.731.6121
  • F: 866.522.9641
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • David Katz
    • Jill Freeman
    • What Makes Us Different
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Worthwhile
    • Client Access Videos
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Structured Investment Videos
    • Exploring Long-Term Care Planning
  • Cash And Lending Solutions
  • Blog
  • Books by David
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beacon Partners of Raymond James
    The Onyx Tower 1010 S. Federal Highway 20th Floor Hallandale Beach, FL 33009 T: 561.981.3632 TF: 800.731.6121 F: 866.522.9641
    Map and Directions Map and Directions
Beacon Partners of Raymond James LogoBeacon Partners of Raymond James Logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
The big beautiful bill: Stimulus now, tightening later
5/23/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The big beautiful bill: Stimulus now, tightening later
5/23/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Growing U.S. debt – trouble ahead?
5/19/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Better tariff news, but uncertainty to limit potential benefits near term
5/16/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Better tariff news, but uncertainty to limit potential benefits near term
5/16/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
Always here for you
Beacon Partners of Raymond James LogoBeacon Partners of Raymond James Logo
  • Beacon Partners of Raymond James The Onyx Tower 1010 S. Federal Highway 20th Floor Hallandale Beach, FL 33009
  • T 561.981.3632
  • TF 800.731.6121
  • F 866.522.9641
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use