Commentary & Insights
Filter By:
Tax Planning
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Estate & Giving
Giving appreciated stock can be a gift for both you and your favorite charity.
Retirement & Longevity
The practicalities and possibilities of embracing the future on your own.
11/3/2025
//Markets & Investing
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Retirement & Longevity
How this strategy can help you avoid unnecessary taxation and create generational wealth.
- 2003 S Easton Rd Ste 100 Doylestown, PA 18901-7100
- T: 267.742.3470
- F: 833.227.9423
- TF: 800.709.2032
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