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Our clients represent a wide range of ages and occupations, each unique in their goals, needs and financial situations. We have built a trusting bond by knowing them personally, understanding their goals, and being consistent in our communications and proactive in responding to their needs and concerns.

They appreciate having experienced financial advisors who won’t let any important financial matter go unattended, so they are free to focus on their fulfilling lives

What inspires the recent appeal of obsolete technology.
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Technology & Innovation
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
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Family & Lifestyle
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
The year ahead may present challenges as markets and the economy look to maintain momentum.
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Markets & Investing
December's market activity highlights the need for caution in the near term.
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Markets & Investing
It’s a financial and emotional journey. Here’s where to start.
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Business Ownership
Capital gains tax deferral on investment property sales.
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Tax Planning
Raymond James Chief Investment Officer Larry Adam stresses the importance of selectivity and risk management.
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Markets & Investing
A look inside why more Americans are turning to lifetime income.
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Markets & Investing

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