Skip to content

Patrick & Alison Donnelly

Raymond JamesRaymond James
  • Home
  • About Us
    • About Us
    • Patrick Donnelly
    • Alison Donnelly
    • Karen Jalbert
    • Kathryn Jalbert
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Retirees
    • Pre-Retirees
    • Women Investors
    • Business Owners
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Investment Strategies
    • Estate, Charitable Giving & Trust
    • Corporate Retirement Plan Consulting
    • Education Planning
  • Resources
    • Resources
    • 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
  • Patrick Donnelly
    1500 Main St Ste 900 Springfield, MA 01115 O: 413.278.5810
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Longevity Planning
  • Media
    • Checklist
    • Document
Potential fiscal impact of the 'One Big Beautiful Bill Act'
Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
Economy & Policy
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
The economy's case for lower rates
7/18/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What the ‘One Big Beautiful Bill Act’ means for your finances
The new legislation likely has implications for all federal tax-filers in the United States.
Tax Planning
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Watch Webinar
Webinar replay: Quarterly Coordinates: Back to the Future: Lessons from the Past, Strategies for the Future
7/15/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
Callable bond considerations
7/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Where are the economy and equity market heading next?
7/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Where are the economy and equity market heading next?
7/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity

The future at your fingertips

Patrick & Alison Donnelly

Raymond JamesRaymond James
  • 1500 Main St Ste 900 Springfield, MA 01115
  • O: 413.278.5810
  • 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.

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