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Daniela Fricke & Kelly Erickson

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  • Newport Bch CA-3AE
    660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040 T: 949.640.9760 F: 949.640.9763
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Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
July 2025 Investment Strategy Quarterly
7/1/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
See More
Read
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
A lesson from recent history
6/30/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Not a good report on personal income and spending in May
6/27/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
The Fed has room to lower rates to keep the expansion going
6/27/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Watch Video
Market and economic dynamics of the past echoing today
6/25/2025
Raymond James Chief Investment Officer Larry Adam offers insight into his team's latest quarterly outlook.
Markets & Investing
Read
PPLI and PPVA: Vehicles for tax-efficient growth

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Markets & Investing
Fixed income focus
6/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership

The future at your fingertips

Daniela Fricke & Kelly Erickson

Raymond JamesRaymond James
  • 660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040
  • T: 949.640.9760
  • F: 949.640.9763
  • Map & Directions
  • Map & Directions

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