Our first newsletter of the year is here! This quarter, we really wanted to focus on the next generation and leaving a legacy that lasts. We hope you enjoy it! Click the link below to read: raymondjamesconnect.com/tkM-D3

Over the summer, the IRS finalized regulations that went into effect January 1, 2025. Here's a look at the rules and how they could impact your wealth and wealth transfer planning: raymondjamesconnect.com/ty20Sa

Our offices will be closed today, January 20th, in observance of the holiday. We will resume normal business hours tomorrow. Thank you for your understanding!

As a new administration begins, what can we expect from the markets? Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025. Read more here: raymondjamesconnect.com/tp3CRo

One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Find more tax-efficient strategies here: raymondjamesconnect.com/tUK7dN

Every year across the globe, there is an uptick in marriage proposals around Valentine's Day. Before you think about tying the knot, use this checklist as your guide to make sure you and your future spouse are on the same page when it comes to finances: raymondjamesconnect.com/tqYZcb

An HSA can help cover healthcare costs that Medicare doesn't, along with dental, hearing and vision expenses. With comparable – and, in some cases, better – perks than a 401(k) or IRA, your HSA can help you save and prepare. Read more here: raymondjamesconnect.com/tdoOnP

Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. Learn more here: raymondjamesconnect.com/t5OQNu

A torrent of headlines churned U.S. equity markets in February, which – bolstered by the underlying strength of the U.S. economy – closed down, but still near record highs. Read February's Market Recap here: raymondjamesconnect.com/tC-Nry

Navigating the world of investing can feel daunting, but understanding key concepts and learning from essential lessons can guide the journey. Just getting started investing? Ask Matt about our Young Professionals Program! 813.490.6610

Happy #FirstDayOfSpring 💐 Spring is the perfect time to get your finances in order. Read this article to plan for the future and get financially organized this spring. raymondjamesconnect.com/tIptYX

Life-changing events change your taxes, too. Here are a few major milestones you'll need to tell your tax pro and your advisor about as soon as possible: raymondjamesconnect.com/tytYUV

The equity market remained turbulent through March, with the S&P 500 dipping into correction territory - largely spurred by tariff policy uncertainty and related fears of potentially rising inflation and dwindling growth. Read March's Monthly Recap here: raymondjamesconnect.com/tOyXzw

The incremental tariffs were bolder than market expectations. While the news was met with uncertainty, the coming days offer an opportunity to provide greater clarity. Read more here: raymondjamesconnect.com/tqCKHl

Our Quarterly Newsletter is out now! Click the link below to read: raymondjamesconnect.com/tbcjvE

While owning a significant amount of a successful stock can be incredibly lucrative, the more you own of a single equity, the more closely your personal financial fate is tied to its performance. Read more here: raymondjamesconnect.com/touzhH

Friendly reminder that all of our offices will be closed today, April 18th, in observance of the holiday. We hope everyone enjoys their weekend!

You've got a smart portfolio, a balanced cash management strategy and a tax plan tied with a bow, but then a bucket list opportunity appears. Securities-based loans can be a popular choice for well-invested individuals. Learn more here: raymondjamesconnect.com/tLzHwl

Uncertainty reigned through April and likely will continue to do so, at least in the near term. Read more of April's Market Recap here: raymondjamesconnect.com/ttD83z

With upcoming tax law changes, now's the time to plan moves to minimize your tax burden and support your financial goals. Read more here: raymondjamesconnect.com/t0O0vy