Skip to content
Takahashi Retirement GroupTakahashi Retirement Group
  • Home
  • About Us
    • About Us
    • Nick Takahashi
    • James Zapotocky
    • Stephen Ellingsen
    • Sean Tsaconas
    • Joshua Yocam
    • Luka Vasiljevic
    • Michael Ortega
    • Yalda Momeni
    • Tim Duffy
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Sudden Wealth
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Estate, Charitable Giving & Trust
    • Investment Management
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • Budget Worksheet
    • Financial Planning Questionnaire
    • Retirement Checklist
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • NewportBch Sat-NGQ01
    660 Newport Center Drive, Suite 250 Ste 250 Newport Beach, CA 92660 O: 949.734.2285
    Map and Directions Map and Directions
  • Las Vegas - NGQ
    410 South Rampart Blvd., Suite 390-355 Las Vegas, NV 89145 O: 702.551.4150
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Family & Lifestyle
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Women
  • Media
    • Article
    • Newsletter
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
Fixed income focus
6/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Read
A concerning press conference from the Fed Chairman
6/20/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The recent oil price spike is unlikely to drag on
6/20/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Read
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Watch Video
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
Read
Buying a bond at a premium doesn’t mean you will lose money
6/16/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Early signs of economic weakness are starting to emerge
6/13/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Higher oil prices complicate monetary policy
6/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle

The future at your fingertips

Takahashi Retirement GroupTakahashi Retirement Group
  • 660 Newport Center Drive, Suite 250 Ste 250 Newport Beach, CA 92660
  • O: 949.734.2285
  • Map & Directions
  • Map & Directions
  • 410 South Rampart Blvd., Suite 390-355 Las Vegas, NV 89145
  • O: 702.551.4150
  • 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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use