Skip to content
Anderson McKelvey GroupAnderson McKelvey Group
  • Home
  • About Us
    • About Us
    • Jesse Anderson
    • Christopher McKelvey
    • Sharon Bhowanidin
    • Gladys Green
    • Anthony Gilotti
    • Our Investment Philosophy
    • Why Work With a CFP
    • Choosing Raymond James
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Portfolio Management
    • Investment Management
    • Investment Strategies
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Anderson McKelvey Group
    766 N Sun Dr Ste 2090 Lake Mary, FL 32746 T: +1.321.316.4829 F: 904.917.2102
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Investment Strategy
  • Media
    • Article
    • Infographic
    • Video
Concentrated equity risk: Is it time to break your concentration?
Sometimes the very thing that creates substantial wealth poses its greatest threat.
Markets & Investing
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Read
Watch Webinar
Webinar Replay: Summer Outlook: Heating Up or Cooling Down?
6/8/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
A time to plan
6/8/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Five ways today's market cycle differs from the dot-com era
6/5/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Employment and inflation: not supportive of rate cuts
6/5/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Asking the more appropriate question
6/1/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing

The future at your fingertips

Anderson McKelvey GroupAnderson McKelvey Group
  • Anderson McKelvey Group
  • 766 N Sun Dr Ste 2090 Lake Mary, FL 32746
  • T: +1.321.316.4829
  • F: 904.917.2102
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Anderson McKelvey Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Anderson McKelvey Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.