Skip to content
addison avenue logoaddison avenue logo
  • Home
  • About Us
    • About Us
    • Jeff Alejandro Jr
    • Linh Truong
    • Olympia Mendoza
    • Our Investment Philosophy
    • About Raymond James
  • The Garage
  • Who We Serve
    • Who We Serve
    • Retirees
    • Women
    • Families & Individuals
    • Sudden Wealth
    • Corporate Executives
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Investment Strategies
    • Estate, Charitable Giving & Trust
    • Longevity Planning
  • How-To Videos
  • Resources
    • Resources
    • Insights
    • Events & Webinars
    • WorthWhile
    • Tools & Calculators
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Cupertino
    19960 Stevens Creek Blvd Cupertino, CA 95014-2306 T: 408.863.6257
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Charitable
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Lessons learned: the value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership
Read
Read
Bond Market Commentary
5/16/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership
Protecting your privacy from data brokers
A practical guide to reclaiming your personal information.
Technology & Innovation
Read
Weekly investment strategy
5/13/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Beyond the headlines: good for the Fed, not for markets
5/13/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Weekly market guide
5/13/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Webinar replay: Investors, should you stay or should you go?
5/12/2022
Volatility is never comfortable, and this year is no exception. Chief Investment Officer Larry Adam and other Raymond James market experts take a look at what's driving the distress. 
Markets & Investing
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle

The future at your fingertips

addison avenue logoaddison avenue logo
  • Cupertino
  • Email: olympia_mendoza@addisonavenue.com
  • Cupertino: 19960 Stevens Creek Blvd Cupertino, CA 95014-2306
  • T: 408.863.6257
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Addison Avenue Investment Services and First Tech Federal Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. 

|   Legal Disclosures   |   Privacy Policy   |   Terms of Use