Skip to content
CV Investments LogoCV Investments Logo
  • Home
  • Our Team
    • Our Team
    • Whitney Greer
    • Aaron Ball
    • Alice Williams
    • Ji Park
    • Andrew Stokes
    • What Makes Us Different
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Prime Brokerage & Custody Services
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Retirement Plans
    • Families & Individuals
    • Pre-Retirees
    • Retirees
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • WorthWhile
  • 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
  • London KY - J2N00
    1721 Nicholasville Rd Lexington, KY 40503 T: 859.268.1189 TF: 800.999.3126 F: 859.523.2078
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Goal Planning
    • Retirement Planning
  • Media
    • Video
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
US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
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 labor. But have you planned for all that a longer re...
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

CV Investments LogoCV Investments Logo
  • 1721 Nicholasville Rd Lexington, KY 40503
  • 859.268.1189
  • 800.999.3126
  • 859.523.2078
  • 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. CV Investments and Cumberland Valley National Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. 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 Raymond James Financial Services, Inc., member FINRA/SIPC | Raymond James Legal Disclosures (including Form CRS) | Privacy, Security & Account Protection | Terms of Use