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Fulcrum Wealth Consulting of Raymond James

Fulcrum Wealth Consulting of Raymond JamesFulcrum Wealth Consulting of Raymond James
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    102 N Cascade Ave. Suite 350 Colorado Springs, CO 80903-1416 T: 719.577.4170
    Map and Directions Map and Directions
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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
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
Watch Video
Read
Fixed income focus
6/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
The recent oil price spike is unlikely to drag on
6/20/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Buying a bond at a premium doesn’t mean you will lose money
6/16/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Early signs of economic weakness are starting to emerge
6/13/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
Read
Strategic vs. tactical
6/9/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Webinar replay: Summer of suspense?
6/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
How the timing of key policy moves is shaping our outlook
6/6/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Duration – Current income opportunities
6/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing

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Fulcrum Wealth Consulting of Raymond James

Fulcrum Wealth Consulting of Raymond JamesFulcrum Wealth Consulting of Raymond James
  • 102 N Cascade Ave. Suite 350 Colorado Springs, CO 80903-1416
  • 719.577.4170
  • Map & Directions
  • Map & Directions

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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.

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