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        Growing My Wealth

        No matter what you’re investing for, your Raymond James advisor will be your partner, collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance.

        Building an investment portfolio can be a complex endeavor. Your advisor will help you select the right type of account, choose an appropriate asset allocation* and identify specific investments to satisfy your target mix. In addition to monitoring market conditions and the progress of your investments, your advisor will be there when life events call for adjustments – making sure you stay on track.

        Articulating Your Goals

        The first step in establishing a plan customized to meet your needs is clearly defining your goals. By helping you determine what “wealth” means to you, your advisor will make thoughtful recommendations that align with your goals. Working with a Raymond James advisor means you will have more than a portfolio – you will know where you’re going and have a plan to help you get there.

        Building a Portfolio

        Before a single stock is chosen, developing an investment policy to help you reach your goals takes many things into consideration, including what type of growth you’ll need, when you’ll need money, liquidity concerns, risk tolerance and the most appropriate type of account. With a strategy in place, your advisor can make personalized recommendations from a full range of investment products backed by award-winning research and due diligence – everything you need to put your strategy to work.

        Navigating the Market Ups and Downs

        Effective financial planning focuses on long-term goals while managing risk along the way. The collaborative relationship you establish with your advisor will deepen through the years, allowing you to navigate potentially emotional periods of volatility in the markets as well as changes in your life or investment timeline.

        Learn More


        *Asset allocation does not guarantee a profit nor protect against a loss.


        Commentary & Insights

        Markets & Investing  |  March 12, 2020

        Stocks tumble further amid travel bans, event cancellations

        The S&P 500 triggered the week’s second trading halt by falling more than 7% during Thursday’s market hours.

        Read Article about Stocks tumble further amid travel bans, event cancellations
        Markets & Investing  |  March 11, 2020

        Wild fiscal stimulus headlines; what's actually happening?

        There’s a high probability that a support package will become law – but it’s going to take notable political negotiation to get there.

        Read Article about Wild fiscal stimulus headlines; what's actually happening?
        Economy & Policy  |  March 11, 2020

        Rate cuts aren't all-powerful, but they can boost confidence

        Lower short-term interest rates aren’t a silver bullet for pandemic concerns, but they can help to boost consumer and business confidence, explains Chief Economist Scott Brown.

        Watch Video about Rate cuts aren't all-powerful, but they can boost confidence

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