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Theis Financial Group of Raymond JamesTheis Financial Group of Raymond James
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    3201 Enterprise Pkwy Ste 240 Beachwood, OH 44122-7320 T: 216.292.0165
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    159 Crocker Park Blvd Ste 390 Westlake, OH 44145-8132 T: 440.801.1629
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Potential fiscal impact of the 'One Big Beautiful Bill Act'
Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
Economy & Policy
The economy's case for lower rates
7/18/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
What the ‘One Big Beautiful Bill Act’ means for your finances
The new legislation likely has implications for all federal tax-filers in the United States.
Tax Planning
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Watch 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
Read
Callable bond considerations
7/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Where are the economy and equity market heading next?
7/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Where are the economy and equity market heading next?
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

The future at your fingertips

Theis Financial Group of Raymond JamesTheis Financial Group of Raymond James
  • 3201 Enterprise Pkwy Ste 240 Beachwood, OH 44122-7320
  • T: 216.292.0165
  • Map & Directions
  • Map & Directions
  • 159 Crocker Park Blvd Ste 390 Westlake, OH 44145-8132
  • T: 440.801.1629
  • 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.

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