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J Blum and Associates Wealth ManagementJ Blum and Associates Wealth Management
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  • J Blum and Associates Wealth Management of Raymond James
    3027 Townsgate Rd., Ste 100 Westlake Village, CA 91361-5870 T: 805.373.5680 TF: 877.280.2248 F: 805.497.1895
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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
Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
Read
Read
Fed elects to skip rate hike at September 2023 FOMC meeting
9/20/2023
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
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Read
Give your old devices new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
Family & Lifestyle
Read
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Read
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
4 billion robocalls a month – and counting
Prepare yourself for predatory robocalls.
Technology & Innovation
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving
Market still in an uptrend despite cool August performance
8/31/2023
A strong rally for equities in the last week of trading narrowed the month's loss, but fell short of closing it.
Markets & Investing
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The future at your fingertips

J Blum and Associates Wealth ManagementJ Blum and Associates Wealth Management
  • 3027 Townsgate Rd., Ste 100 Westlake Village, CA 91361-5870
  • T: 805.373.5680
  • TF: 877.280.2248
  • F: 805.497.1895
  • 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 our office for information and availability.

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