Skip to content
envelope
Dedicated Wealth PartnersDedicated Wealth Partners
  • Home
  • Our Team
    • Our Team
    • Michael McNamee
    • Dafna Gold
    • Mike McNamee
    • Anna DeMaccino
    • Why Work With a CFP
    • What Makes Us Different
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Financial Planning
    • Retirement Planning
    • Longevity Planning
    • Estate, Charitable Giving & Trust
    • Business Planning
    • Education Planning
    • Banking & Lending Solutions
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Women Investors
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • PinecrstResNRL-33E11
    2333 Ponce de Leon Boulevard Suite 500 Coral Gables, FL 33134-6045 D: 305.461.6611 TXT: 305.846.7021 C: 817.599.8286
    Map and Directions Map and Directions
  • Michael McNamee
    6034 W Courtyard Dr Ste 305 Austin, TX 78730-5035 O: 512.306.2503 TF: 800.372.3222 F: 844.685.2512
    Map and Directions Map and Directions
  • Michael Mcnamee
    61 S Paramus Road Ste 360 Paramus, NJ 07652 O: 201.291.5951
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Economy
  • Media
    • Article
    • Commentary
    • Newsletter
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

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

envelope
Dedicated Wealth PartnersDedicated Wealth Partners
  • 2333 Ponce de Leon Boulevard Suite 500 Coral Gables, FL 33134-6045
  • 305.461.6611
  • 305.846.7021
  • 817.599.8286
  • Map & Directions
  • Map & Directions
  • 6034 W Courtyard Dr Ste 305 Austin, TX 78730-5035
  • 512.306.2503
  • 800.372.3222
  • 844.685.2512
  • Map & Directions
  • Map & Directions
  • 61 S Paramus Road Ste 360 Paramus, NJ 07652
  • 201.291.5951

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 our 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use