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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. Pl
06/17/2026
Healthcare and Housing. Two biggest cost to focus on before retirement.
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The sweet spot for Roth conversions
04/21/2026
AAPL was the first stock I owned. Bought it with my mother's help when I was 14 years old
Average price we bought in at was around $16
It's grown over 1,500% since I put that grass clipping money to work
Of course, the biggest props go to my mother as seeing the iPhone as a game changer
But the best takeaway was seeing the benefit and power of owning individual transformative companies
Mutual Funds, ETF's, they have there place. But there is nothing like owning world class stocks.
If you're looking for more than mutual funds inside your portfolio.
Call or message me
And as Tim Cook steps down as CEO and Ternus takes the position in this AI revolution.
It reminds how far companies can come with the right leadership and management.
And with the right research. The goal is to own them early on to enjoy the ride. https://www.raymondjamesconnect.com/aRXW66
How do the Ultra Wealthy Avoid Taxes?
By using strategies like this.
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