08/14/2026
Back-to-school season is extra special for the Cano family this year: our youngest is officially a senior! 🎓 We're wishing her - and all the students, families, teachers, and staff in our community- a happy and successful school year!
08/12/2026
More investment options do not always make retirement planning easier.
As private-market investments become more accessible, it is important to consider how they may fit with your time horizon, liquidity needs, risk tolerance and overall financial planning
Could private equity strengthen your retirement plan?
raymondjames.com
08/07/2026
Family is more than a family tree. It's the people who show up.
The new shape of the American family
raymondjames.com
08/05/2026
Our team had a wonderful evening at Pardee Royale, supporting the Pardee Hospital Foundation and its work to create a therapeutic outdoor healing space for the Pardee Adolescent Behavioral Health Center.
We are grateful to be part of a community that comes together to support hope, healing, and the well-being of local young people and their families. Thank you to everyone who made this meaningful event possible!
07/30/2026
Sometimes the greatest luxury is the freedom to slow down.
This list of car-free destinations—including Bald Head Island—is a reminder that financial planning is about more than numbers. It is about creating more choices for the life you want to live.
Which destination would you choose?
These 8 Car-free U.S. Destinations Let You Trade Traffic for Beaches, Hiking Trails, and a Slower Pace of Life
travelandleisure.com
07/27/2026
Social Security headlines can create uncertainty, but they should not drive a rushed claiming decision.
For many families, the more important question is whether the broader retirement plan can adapt to changes in benefits, taxes and longevity. This article provides a helpful overview of the current outlook.
Has your plan been tested under more than one Social Security scenario?
The future of Social Security: What you need to know today
raymondjames.com
07/23/2026
Retirement planning is not only about income and investments. It is also about the lifestyle you want to create and the place you want to call home.
For some, that may mean staying in their current home. For others, it may mean downsizing, renting, relocating, or buying somewhere new. Each choice can come with different financial and lifestyle considerations, from cash flow and flexibility to maintenance and long-term planning.
This Raymond James infographic highlights a few things to consider as you think through how housing fits into your retirement lifestyle and overall financial plan.
Infographic: Rent or buy? Think through where you want to live in retirement
raymondjames.com
07/20/2026
Estate planning is not only about what happens someday. It is also about the values, memories, and purpose we hope to pass on to the people we love.
This Raymond James article shares a thoughtful perspective on legacy, family conversations, and planning with intention.
Legacy beyond wealth
raymondjames.com
07/17/2026
As a part of Raymond James Cares Month, Los Angeles associates, led by complex manager Andy Waldbaum, kicked off a book tour with Boys & Girls Clubs of Carson.
We are proud to have partnered with a firm that is helping our youth understand the importance of financial literacy. 📖
Opening the door to financial literacy during Raymond James Cares Month
raymondjames.com