Skip to content
Cottonwood capital managementCottonwood capital management
Make an appointment
  • Home
  • About Us
    • About Us
    • James Phillips
    • Aaron Phillips
    • Jordan Fletcher
    • Nicole Klekas
    • What Makes Us Different
    • Why Work With a CFP®
    • About Us
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Endowments & Foundations
    • Families & Individuals
    • Family Offices
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Institutional Consulting
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • WorthWhile
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Cottonwood Capital Management
    1371 East 2100 South, Suite 215 Salt Lake City, UT 84105 O: 801.893.6378 T: 385.503.8825
    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
    • Technology & Innovation
  • Topic
    • Business Owners
    • 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
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
Court delivers good news on tariffs, but…
5/30/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology and Innovation
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Read
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Growing U.S. debt – trouble ahead?
5/19/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Better tariff news, but uncertainty to limit potential benefits near term
5/16/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

what can we do for you?

Say hello
Cottonwood capital managementCottonwood capital management
  • 1371 East 2100 South, Suite 215 Salt Lake City, UT 84105
  • O: 801.893.6378
  • T: 385.503.8825
  • 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. Cottonwood Capital Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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