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  • Anchorage AK - NGS
    188 W. Northern Lights Blvd. Ste 620 Anchorage, AK 99503-8934 O: 907.759.5300
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  • 9276 E Coho Circle Suite 102 Palmer, AK 99645
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US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Read
Read
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Read
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
View
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Despite recent volatility, we maintain our constructive outlook
3/7/2025

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

Markets & Investing
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving

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Pioneer Peak Wealth managementPioneer Peak Wealth management
  • Pioneer Peak Wealth Management of Raymond James
  • 188 W. Northern Lights Blvd. Ste 620 Anchorage, AK 99503-8934
  • O: 907.759.5300
  • Map & Directions
  • Map & Directions
  • Pioneer Peak Wealth Management of Raymond James
  • 9276 E Coho Circle Suite 102 Palmer, AK 99645
  • Map & Directions
  • Map & Directions

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