Skip to content
twitterfacebook
  • T: 352.571.3125
  • F: 866.208.9224
  • TF: 855.630.2931
  • T: 321.338.1816
  • F: 844.262.9868
  • TF: 877.931.4226

Connect With Us

  • Home
  • About Us
    • About Us
    • The Villages Team
      • The Villages Team
      • Marc Hallick
      • Romain Spell III
      • Tyler Jackson
      • Theodore L. White III
      • Dody Davison
      • Noel Brewer
      • Amy Verzaal
    • Space Coast Team
      • Space Coast Team
      • John C. Malatino
      • Jennifer Malatino
      • Fiona Walker
    • Charitable involvement
    • About Raymond James
  • Our Approach
    • Our Approach
    • Our Process
    • Designations
    • Our Services
  • About You
    • About You
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
  • Resources
    • Resources
    • Insights
    • Worthwhile
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Villages Team
    2631 W Torch Lake Dr 2631 W Torch Lake Drive The Villages, FL 32163-2001 T: 352.571.3125 F: 866.208.9224 TF: 855.630.2931
    Map and Directions Map and Directions
  • Space Coast Team
    5464 Village Drive Viera, FL 32955 T: 321.338.1816 F: 844.262.9868 TF: 877.931.4226
    Map and Directions Map and Directions
Precision Wealth Management Precision Wealth Management
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Webinar replay: Quarterly Coordinates: Back to the Future: Lessons from the Past, Strategies for the Future
7/15/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Callable bond considerations
7/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Read
One big, beautiful missed opportunity
7/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
One big, beautiful missed opportunity
7/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Read
Fixed Income In Focus: 2025 Mid-Year Recap
7/7/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Sophisticated wealth management
Precision Wealth Management Precision Wealth Management
  • Villages Team 2631 W Torch Lake Dr 2631 W Torch Lake Drive The Villages, FL 32163-2001
  • T 352.571.3125
  • F 866.208.9224
  • TF 855.630.2931
  • Map & Directions
  • Map & Directions
  • Space Coast Team 5464 Village Drive Viera, FL 32955
  • T 321.338.1816
  • F 844.262.9868
  • TF 877.931.4226
  • Map & Directions
  • Map & Directions
twitterfacebook

Make Life Count

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