Skip to content
Columbia Wealth Advisors LogoColumbia Wealth Advisors Logo
  • Home
  • About Us
    • About Us
    • Administration
    • Wealth Advisors
    • Financial Planning & Risk Management
    • Support Staff
    • Our Approach
    • What Makes Us Different
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
  • How We Serve
    • How We Serve
    • Business Planning
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
  • 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
  • Columbia Wealth Advisors
    1301 A Street Suite 800 Tacoma, WA 98402 O: 877.305.0056 F: 253.272.7103
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Summer storylines to keep an eye on
5/30/2025
Raymond James Chief Investment Officer Larry Adam highlights that trade tensions, along with the tax and spending bill, will be top of mind for market participants.
Markets & Investing
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Markets & Investing
Watch Video
Watch Video
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your la...
Retirement & Longevity

The future at your fingertips

Columbia Wealth Advisors LogoColumbia Wealth Advisors Logo
  • 1301 A Street Suite 800 Tacoma, WA 98402
  • Email: contactus@columbiaadvisors.com
  • O: 877.305.0056
  • F: 253.272.7103
  • 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.. Umpqua Bank and Columbia Wealth Advisors and Umpqua Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use