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  • Vivian Investment Partners
    1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262 T: 408.713.2020 F: 833.224.1504
    Map and Directions Map and Directions
  • Vivian Investment Partners
    7471 Monterey Street Gilroy, CA 95020 T: 408.713.2020 F: 833.224.1504
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Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
Read
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Watch Webinar
Taking the pulse of trade, taxes, earnings and the economy webinar replay
5/12/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
Market chaos is harvesting income opportunities
5/12/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Three takeaways from earnings season
5/9/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Federal Reserve reserves the right to change its mind
5/9/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving

So, if you’re wondering ‘Am I there yet?’ We can help you figure out what your Work Optional / Financially Independent point is and how we can help you remain in that zone. Contact us for a complimentary consultation.

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Vivian Investment Partners logoVivian Investment Partners logo
  • 1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions
  • 7471 Monterey Street Gilroy, CA 95020
  • 408.713.2020
  • 833.224.1504
  • 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 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Vivian Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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