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Optimal Wealth Management of Raymond James

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  • Sarasota FL-32S
    2 N Tamiami Trail, Suite 804 Sarasota, FL 34236-5559 T: 941.329.3267 F: 941.365.9433 TF: 800.323.2097
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April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
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Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Markets & Investing
Read
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Markets & Investing
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings....
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options av...
Markets & Investing
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  • Optimal Wealth Management of Raymond James
  • 2 N Tamiami Trail, Suite 804 Sarasota, FL 34236-5559
  • T 941.329.3267
  • F 941.365.9433
  • TF 800.323.2097
  • Map & Directions
  • Map & Directions

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