Resources - Thrift Private Wealth of Raymond James

The fragmented future of sports streaming

Live sports viewing has entered a new era of choice and complexity.

Family & Lifestyle

Maintaining income after retirement

How your retirement savings can continue working for you.

Retirement & Longevity

Structured investments for times of volatility

An innovative approach to your investment objectives.

Markets & Investing

August review: Markets advance despite familiar tensions

8/31/2026

The month of August reminded many investors that the markets rarely move in a straight line.

Markets & Investing

Private credit is a growing retirement income strategy

Direct lending gives options to more risk-tolerant income investors

Retirement & Longevity

Cash balance plans: A gamechanger for high-income business owners

How you can boost retirement savings and slash your tax liability.

Business Ownership

Things to consider for first-time homebuyers

Homeownership can seem daunting, but a financial checkup can set the right path.

Family & Lifestyle

Crafting a retirement that evolves with you

How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.

Retirement & Longevity

Life insurance as a business tool

How you can use a policy for executive benefits and succession planning.

Business Ownership

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.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. Awarded at previous firm

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