A breadth of services to serve a variety of needs

Peninsula Investment Philosophy & Process



Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Webinar replay - The great American road trip

10/14/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing

Trade and tariffs: The impact on consumers

10/14/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that an across the board increase in tariffs has the potential to push inflation higher.
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Economy & Policy

Social Security increases benefits by 2.5% for 2025

The 2025 Social Security cost-of-living adjustment (COLA) has been announced.
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Retirement & Longevity

Five things to keep an eye on during earnings season

10/11/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Many reasons to doubt the strength in employment

10/11/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

Make the most of Medicare's open enrollment period

With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
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Retirement & Longevity

Final stretch before election day: Everything and nothing has changed

10/09/2024
Managing Director, Washington Policy Analyst Ed Mills notes that the reality is the 2024 Presidential Election is likely to come down to a small number of voters in key swing states.
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Economy & Policy

Infographic: Outsmart the scams

Stay vigilant against online fraudsters with these common scams and best practices to avoid them.
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Technology & Innovation

Unlock the full potential of profit sharing

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

Make your final tax-saving moves before Dec. 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
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Tax Planning

Getting specific – A working strategy

10/07/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

The U.S. economy is on track for a soft landing

10/04/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

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Peninsula Private Wealth Management of Raymond James

 

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.

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