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  • Home Office
    6550 North Federal Highway, Ste 505 Fort Lauderdale, FL 33308 T: +1.954.902.6246 F: 954.902.6248
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  • Oakland Park Branch
    1400 E Oakland Park Blvd Ste 100 Oakland Park, FL 33334 T: +1.954.902.6246 F: +1.954.902.6248
    Map and Directions Map and Directions
  • Tallahassee Branch
    2344 Centerville Rd Ste 101 Tallahassee, FL 32308 T: 850.706.2727 F: 954.902.6248
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Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
What is Qualified Small Business Stock?
Explore a tax exemption designed to reward emerging businesses and their investors
Business Ownership
Read
View
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
The new shape of the American family
An evolution of care, connection and independence.
Family & Lifestyle
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Read
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Read
Active ETFs surge forward
An investment “wrapper” long affiliated with index funds is showing what else it can do.
Markets & Investing
Read
The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving
Resilience by construction: how index evolution drives earnings strength
7/20/2026
Equity markets have shown resilience amid persistent headwinds, supported by index evolution and earnings strength
Markets & Investing
Rediscovering joy through childlike living
Bringing small moments of play, wonder and rest back into daily life comes with big benefits.
Family & Lifestyle
Luxury on the water
Yacht vacations within reach for today’s traveler
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

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  • Home Office 6550 North Federal Highway, Ste 505 Fort Lauderdale, FL 33308
  • T +1.954.902.6246
  • F 954.902.6248
  • Map & Directions
  • Map & Directions
  • Oakland Park Branch 1400 E Oakland Park Blvd Ste 100 Oakland Park, FL 33334
  • T +1.954.902.6246
  • F +1.954.902.6248
  • Map & Directions
  • Map & Directions
  • Tallahassee Branch 2344 Centerville Rd Ste 101 Tallahassee, FL 32308
  • T 850.706.2727
  • F 954.902.6248
  • Map & Directions
  • Map & Directions

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