See your financial life in a new light
The story of how humans navigate the world is ultimately about math. In the era of sextants and slide rules, we had to calculate and use the stars and our ingenuity to find our way. In the modern world of GPS, the complex calculations are completed seamlessly behind the scenes.
That seamless experience is what we strive for at Charted Course Wealth Management of Raymond James.
When you have questions we can guide you to the answer
Am I on track for retirement?
Will my family be OK if something happens to me?
I want to sell my business and retire – where do I start?
Our Team
Learn about the paths we’ve taken in life and how we can help you along yours.
Pictured from left:
Anne Gotingco, Robert Gonzales and Kenneth Judd
Investors have much to be thankful for in 2024
11/22/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Looking for efficiencies in government spending: Look elsewhere
11/22/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Giving is a family affair
How to inspire charitable values for generations to come.
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Estate & Giving
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
Yield curve shift
11/18/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
In the name of conservation
How you can join accredited zoos and aquariums in global conservation efforts.
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Estate & Giving
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
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Business Ownership
What’s driving the recent surge in bond yields?
11/15/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Fed Chairman not in a rush
11/15/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
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Tax Planning
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- TF: 866.940.2088
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