Skip to content
Phases Financial Group logoPhases Financial Group logo
  • Home
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Pre-Retirees
    • Sudden Wealth
    • Retirees
    • Women Investors
  • Services
    • Services
    • 4Q24 Market Outlook Seminar
    • Financial Planning
    • Retirement Planning
    • Portfolio Management
    • Investment Management
    • Investment Strategies
    • Education Planning
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
    • Risk Management
    • Fixed Income Services
    • Sustainable Investing
    • Alternative Investments
    • Estate, Charitable Giving & Trust
  • About Us
    • About Us
    • Our Approach
    • What Makes Us Different
    • About Raymond James
    • Juan Rojas
    • Michael Lipkins
  • Resources
    • Resources
    • Commentary and Insights
    • Newsletter
    • 4Q24 Market Outlook Seminar
    • Client Access Videos
    • Digital Account
    • WorthWhile
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • 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
  • Phases Financial Group
    703 High Street Palo Alto, CA 94301 T: 650.313.2740
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
  • Topic
    • Economy
  • Media
    • Commentary
    • Infographic
A concerning press conference from the Fed Chairman
6/20/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Higher oil prices complicate monetary policy
6/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Lost opportunity, closed window and measurement issues
6/6/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Court delivers good news on tariffs, but…
5/30/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The big beautiful bill: Stimulus now, tightening later
5/23/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
View
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Read
Welcome to economic decision making: Which way is north?
6/7/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Employment growth is still too hot, even for this economy
6/30/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The U.S. labor market and what we may see in the second half
6/9/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

A breadth of services to serve a variety of needs

Connect with us
  • Phases Financial Group
  • 703 High Street Palo Alto, CA 94301
  • T 650.313.2740
  • Map & Directions
  • Map & Directions
  • Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
  • O 650.313.2738
  • Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS 
  • O 650.313.2739

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 your local Raymond James 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.

The financial advisors at Phases Financial Group operate as independent financial advisors for Addison Avenue Investment Services. Financial advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC, and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Phases Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Additionally, First Technology Federal Credit Union, Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services and Phases Financial Group. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use