Skip to content
Nelson Wealth Managers of Raymond James LogoNelson Wealth Managers of Raymond James Logo
Norman Nelson Bio Image
  • T: 484.534.3377
  • F: 484.530.5110
  • TXT: 610.708.1118
  • Map & Directions
  • Map & Directions
X
  • Home
  • Our Clients
    • Our Clients
    • Healthcare Professionals
    • Families and Individuals
    • Sudden Wealth
    • Corporate Retirement Plans
    • Pre-Retirees
    • Women Investors
    • Retirees
    • Business Owners
  • Services
    • Services
    • Our Approach
    • Alternative Investments
    • Banking & Lending Solutions
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
    • Portfolio Management
    • Retirement Planning
  • About Us
    • About Us
    • Norman E. Nelson
    • Grant D. Gilbert
    • Nicole A. Morawski
    • Our Partners
    • Investment Philosophy
    • What Makes Us Different
    • About Raymond James
  • Resources
    • Resources
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Subscribe to our Insights
    • Press Releases
    • WorthWhile
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Nelson Wealth Managers of Raymond James
    300 Conshohocken State Rd, Ste 400 West Conshohocken, PA 19428-3813 T: 484.534.3377 F: 484.530.5110 TXT: 610.708.1118
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Goal Planning
    • Retirement Planning
  • Media
    • Video
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
Budget reconciliation process comes into focus
6/17/2025
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
Economy & Policy
Watch Video
Watch Video
Summer storylines to keep an eye on
5/30/2025
Raymond James Chief Investment Officer Larry Adam highlights that trade tensions, along with the tax and spending bill, will be top of mind for market participants.
Markets & Investing
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Markets & Investing
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Watch Video
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Watch Video
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all t...
Retirement & Longevity

Insightful resources for the informed investor

Connect with us
  • Nelson Wealth Managers of Raymond James
  • 300 Conshohocken State Rd, Ste 400 West Conshohocken, PA 19428-3813
  • T 484.534.3377
  • F 484.530.5110
  • TXT 610.708.1118
  • 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.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use