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    2999 Oak Rd Ste 1030 Walnut Creek, CA 94597 T: 925.952.5262 F: 866.467.4284
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    333 W San Carlos St Suite 1650 San Jose, CA 95110-2740
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    4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
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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
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  • Napper Wealth Planning of Raymond James
  • WALNUT CREEK: 2999 Oak Rd Ste 1030 Walnut Creek, CA 94597
  • T: 925.952.5262
  • F: 866.467.4284
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN JOSE: 333 W San Carlos St Suite 1650 San Jose, CA 95110-2740
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN FRANCISCO: 101 California St Ste 4500 San Francisco, CA 94111
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN RAFAEL: 4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
  • Map & Directions
  • Map & Directions

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