Point of View

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Professionally Speaking

529 Year-End Gifting

Tobias Henriksson
Certified Financial Planner,
Manager 529 Plans
Raymond James & Associates



Professionally Speaking

November Economic Update

Scott Brown, Ph.D.
Chief Economist, Equity Research
Raymond James & Associates



Professionally Speaking

The importance of year-end tax planning

John Koehler, CFP®, ChFC, CLU, CRPC
Senior Vice President, Advanced Markets, Transamerica Capital, Inc.



Professionally Speaking

Impact of tax changes

Scott Stolz
Senior Vice President, Private Client Group Investment Products



Professionally Speaking

Charitable Giving

Joe Weaver
President of Raymond James Trust
Raymond James & Associates



Professionally Speaking

The “Internet of Things”

Tavis McCourt
Communications Technology Analyst, Equity Research
Raymond James & Associates



Professionally Speaking

The Fed contemplates policy “normalization”

Scott Brown, Ph.D.
Chief Economist, Equity Research
Raymond James & Associates



Point of View Investment Strategy

Jeff Saut
Chief Investment Strategist, Equity Research
Raymond James & Associates



All expressions of opinion reflect the judgment of the Equity Research Department of Raymond James & Associates at this time and are subject to change. Information has been obtained from sources considered reliable, but we do not guarantee that the material presented is accurate or that it provides a complete description of the securities, markets or developments mentioned. Other Raymond James departments may have information that is not available to the Equity Research Department about companies mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this presentation's conclusions. We may perform investment banking or other services for, or solicit investment banking business from, any company mentioned. Investments mentioned are subject to availability and market conditions. All yields represent past performance and may not be indicative of future results. Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. are wholly-owned subsidiaries of Raymond James Financial.