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All / mixed topics

Explore last month’s key resources all in one place. This email aggregates five pieces from recent weeks and spans both investing and planning themes. May include some of the resources featured in other subscriptions.

Planning and lifestyle

An insights-packed email covering a different financial planning topic each month. Contents will be tailored to your life stage – whether retirement is years away, just around the corner or something you’re already enjoying.

A collection of three resources tailored to retirees and those nearing retirement. Various financial and estate planning issues are discussed with a spotlight on retirement considerations.

A collection of three resources tailored to business owners and corporate executives. Topics include company management, financing, compensation considerations and other timely issues.

A collection of three resources tailored to women investors but applicable to any working professional. Topics span financial planning, career insights, family conversations and more.

Markets and economy

Shared Friday afternoons, this piece highlights timely economic insights from Raymond James Chief Economist Eugenio Alemán.

Shared Friday afternoons, this piece reviews the latest market data and investment commentary from Raymond James Chief Investment Officer Larry Adam.

Shared following each month’s close, this piece details recent market and economic activity with aggregate insights from Raymond James strategists, analysts and investment professionals.

A publication highlighting timely topics from the Raymond James Investment Strategy Committee as well as market and economic commentary that can help frame the investment process.

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We want our clients to know that we will always provide our rationale for the investment decisions we make on their behalf.
Abbie Osterbur, CFP®, CPFA™
Vice President, Wealth Management