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In our view, the community we call home deserves to share in the success we enjoy. We choose to give back whenever and however we can – and that includes giving of ourselves and our time as well as our funds. Here are some of the worthy organizations and charitable causes we support.

Sailing into unknown seas for 2024

Raymond James Chief Investment Officer Larry Adam discusses the economic outlook for 2024.
Economy & Policy

Here we go again: Showdowns and shutdowns

09/29/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Despite a resilient economy so far in 2024, the outlook is getting murkier

09/29/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Tech nostalgia: In with the old

What inspires the recent appeal of obsolete technology.
Technology & Innovation

Where do Treasury yields go from here?

09/26/2023
Raymond James Senior Investment Strategist Tracey Manzi discusses the reasons Treasury yields are at multi-decade highs and how long the economy can support those rates.
Economy & Policy

Get Real

09/25/2023
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Remote work and its effect on real estate

A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation

The Match Continues: The Fed vs. The Market

09/22/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Hopes bolstered for Fed’s soft landing, but watch building headwinds

09/22/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Focus on philanthropy this Fall

Review key market dates and timely financial planning tasks.
Estate & Giving

Fed elects to skip rate hike at September 2023 FOMC meeting

09/20/2023
For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
Markets & Investing

Unlock the full potential of profit sharing

Determining the ideal profit sharing design for your organization.
Business Ownership

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