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    19960 Stevens Creek Blvd Cupertino, CA 95014-2306 T: 408.863.6257
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Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
Read
Read
Fed gets aggressive on inflation with 75 basis point rate hike
6/15/2022
The Fed changed its tone at the June meeting with a 75 basis point rate hike, said Chief Economist Eugenio J. Alemán, Ph.D.
Markets & Investing
Can carbon capture aid disentanglement from Russian fuel?
6/15/2022
Renewables are gaining ground – but how does carbon capture and sequestration work, and can companies afford it? Energy analyst Pavel Molchanov explains.
Technology & Innovation
3 things to remember in manic markets
6/13/2022
The fall from bull to bear market has been fast and frustrating but here are three dynamics to watch, says Raymond James Chief Investment Officer Larry Adam.
Markets & Investing
Read
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Read
Evacuating for a storm or fire? Have these documents ready.
Proactive organization can make insurance claims and other recovery activities easier.
Family & Lifestyle
Read
When should you ignore conventional retirement advice?
In certain cases, taking a less traditional route may be a better financial fit.
Retirement & Longevity
Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
4 priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle

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

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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. 

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