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    2199 Norse Drive, Suite A Pleasant Hill, CA 94523-1890 T: 925.725.6990 F: 925.725.6989
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Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
View
Read
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
What's your number?
7/21/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
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
Read
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
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
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
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
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The future at your fingertips

Wasser Wealth ManagementWasser Wealth Management
  • 2199 Norse Drive, Suite A Pleasant Hill, CA 94523-1890
  • T: 925.725.6990
  • F: 925.725.6989
  • 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. Wasser Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

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