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7 Common Beneficiary Choices You Should Probably Rethink
From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.
Estate & Giving
Year-End Tax Tips for Businesses
Improve your bottom line with these tax mitigation strategies.
Business Ownership // Tax Planning
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Tie Up Any Loose Ends Before the Year Ends
September 16, 2019
As autumn begins, take some time to reflect on your financial progress and tackle year-end planning deadlines.
Retirement & Longevity
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Making the Most of Medicare's Open Enrollment Period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Who Should You Choose to Execute Your Estate?
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
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Let's Clear Up 10 Misconceptions About HSAs
When it comes to the versatile health savings account, misunderstandings abound.
Family & Life Events
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Larry Adam
Chief Investment Officer

Larry Adam joined Raymond James in 2018 as the chief investment officer for Private Client Group. He has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.
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Scott J. Brown, Ph.D.
Chief Economist

In addition to his current role as Raymond James’ Chief Economist, Dr. Brown serves on the Economic Advisory Committee of the American Bankers Association and is a member of the Bond Market Association’s Economic Advisory Committee. He has also served as a member of the Governor’s Council of Economic Advisors for the state of Florida.
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Ed Mills
Washington Policy Analyst

Ed Mills has more than 15 years of Washington, D.C. experience and concentrates on the impact of Wall Street reform, housing finance policy and corporate taxation policy on the financial markets. His work has been featured extensively in media outlets including the Wall Street Journal, New York Times, Washington Post, American Banker, and CNBC.
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