Matt Brookins - Definition Private Wealth & Consulting of Raymond James

Matt Brookins - Definition Private Wealth & Consulting of Raymond James

Definition Private Wealth & Consulting of Raymond James Experience the Definition difference. Therefore, a response to a request for information may be delayed.

With over 400 million in client assets as of 2023, we are striving to defining a new type of financial planning experience—blending technology, transparency, and access with time-tested strategies to help keep you at the center. As a premier next generation advisory group, we have spent years mastering traditional wealth management strategies. Through this we have seen the need for a more modern,

Will ChatGPT (and the AI behind it) revolutionize our lives? 05/19/2023

ChatGPT is the fastest consumer application in history to reach 100 million users. What makes this technology unique and what risks could it pose? IT Head of Innovation Kemal Kvakic offers his insight on the latest episode of For What It's Worth.

Will ChatGPT (and the AI behind it) revolutionize our lives? www.raymondjames.com

Fed raises interest rates with a 25 basis point increase 03/23/2023

One year into a tightening cycle designed to curb rising inflation, the Fed indicated that its rate hikes may soon be drawing to a close after a 25 basis point increase was announced at its March 22 FOMC meeting.

Fed raises interest rates with a 25 basis point increase www.raymondjames.com

Review key takeaways of the SECURE Act 2.0 02/14/2023

Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement saving. Review the key takeaways and contact your advisor to find out how this impacts your financial plan.

Review key takeaways of the SECURE Act 2.0 www.raymondjames.com

Five habits of 401(k) millionaires 01/31/2023

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.

Five habits of 401(k) millionaires www.raymondjames.com

New year opens window of opportunity for bond investors 01/20/2023

Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions.

New year opens window of opportunity for bond investors www.raymondjames.com

01/01/2023

Wishing you all the best for your plans, goals and resolutions as we head into 2023. Raymond James offices and the market are closed Monday, January 2, in observance of New Year's Day.

12/25/2022

Merry Christmas! May your celebrations be filled with peace, joy and time spent with those you cherish most. Raymond James offices and the market are closed Monday, December 26, in observance of Christmas Day.

12/22/2022

CIO Larry Adam shares the Investment Strategy team's market-focused wishes for the new year. https://www.raymondjamesconnect.com/aiOhSQ

Confidently navigating changes near retirement 12/09/2022

Do you have a backup plan when it comes to your retirement? Here's how to pivot with grace should plans go adrift:

Confidently navigating changes near retirement www.raymondjames.com

S&P 500 secures second consecutive month of gains 12/01/2022

The housing market is in a rough spot as the reality of higher mortgage rates hits, but elsewhere in the economy November had more good news than bad. Read the full recap.

S&P 500 secures second consecutive month of gains www.raymondjames.com

Markets find reasons for optimism amid volatile performance 11/18/2022

While 2022 has proven challenging for investors, CIO Larry Adam shares why there's still plenty to be thankful for.

Markets find reasons for optimism amid volatile performance www.raymondjames.com

Review retirement plan contribution limits for 2023 11/07/2022

Reporting lower taxable income is a key way to lower your tax bill. Without earning less, another option is to stash income into tax-advantaged accounts. Consider meeting 2022 contribution limits to qualified retirement plans and reviewing new 2023 limits.

Review retirement plan contribution limits for 2023 www.raymondjames.com

Weekly market guide: Nov. 4, 2022 11/04/2022

Following the Fed's latest rate hike, the market is likely to remain very data-dependent on inflation and the labor market notes Mike Gibbs, director of Equity Portfolio & Technical Strategy.

Weekly market guide: Nov. 4, 2022 www.raymondjames.com

Investment Strategy Quarterly: A Time for Finesse 10/07/2022

This fall, all eyes will be on the Fed as it continues to push its offense against inflation. Can it prevail without kicking the economy into a recession? Read more in the latest edition of Investment Strategy Quarterly.

Investment Strategy Quarterly: A Time for Finesse grapevinesix.s3.amazonaws.com

10/04/2022

Amid soaring inflation and interest rates, investors are anticipating central banks' every move on the economic playing field. But what is the Fed's game plan for beating inflation? CIO Larry Adam explores this and more in Investment Strategy Quarterly.

www.raymondjamesconnect.com

Markets flinch at Fed's aggressive action 09/22/2022

The Federal Reserve plans to keep interest rates higher for longer, even at the risk of pushing the economy into a recession, says Raymond James Chief Economist Eugenio J. Alemán, Ph.D.

Markets flinch at Fed's aggressive action www.raymondjames.com

Hot inflation report sparks panic, misses bigger picture 09/15/2022

Tuesday's market selloff is indicative of fears that a hotter inflation print will push the Fed further into restrictive territory. But don't let fear cloud the bigger picture, says CIO Larry Adam. Read his Thoughts on the Market:

Hot inflation report sparks panic, misses bigger picture www.raymondjames.com

[AUDIO] Investors wary as S&P 500 relinquishes strong summer gains 09/09/2022

As markets emerge from a volatile summer, investors are asking "what's next?" Chief Investment Officer Larry Adam offers his inflation outlook on For What It's Worth.

[AUDIO] Investors wary as S&P 500 relinquishes strong summer gains www.raymondjames.com

Timeline photos 09/02/2022

Wishing you and your family a safe and happy Labor Day. Raymond James offices and the markets are closed Monday, September 5, in observance of the holiday.

Thoughts on the Market: Once Bitten, Twice Shy 09/01/2022

It is understandable that Fed Chair Jerome Powell would not declare premature victory over inflation, even if markets didn't react well, said CIO Larry Adam. Read more:

Thoughts on the Market: Once Bitten, Twice Shy www.raymondjames.com

What you need to know about student loan forgiveness 08/31/2022

President Biden announced up to $20,000 of student debt relief for qualified borrowers. But what could this mean for the economy and the future of education loans? Washington Policy Analyst Ed Mills weighs in.

What you need to know about student loan forgiveness www.raymondjames.com

Weekly economic commentary: August 12, 2022 08/15/2022

"If we continue to see low numbers for the core CPI, it will reduce the pressure on the Federal Reserve to raise rates too much, too fast," said Chief Economist Eugenio J. Alemán, PhD. Read more insights here:

Weekly economic commentary: August 12, 2022 www.raymondjames.com

Recession or no recession? 08/02/2022

VIDEO: Chief Economist Eugenio J. Alemán discusses how new GDP numbers reflect the strength of the U.S. economy.

Recession or no recession? www.raymondjames.com

Markets focused on the pace of interest rate hikes 07/28/2022

The Fed delivered what the markets expected and got a positive reaction after Wednesday's FOMC meeting. Chief Economist Eugenio Alemán analyzes the future path of interest rate hikes.

Markets focused on the pace of interest rate hikes www.raymondjames.com

Inflation heat wave is about to break 07/19/2022

Temperatures and inflation have been red hot this summer, but relief may be in sight. CIO Larry Adam explains three dynamics that suggest inflationary pressures are cooling off.

Inflation heat wave is about to break www.raymondjames.com

Timeline photos 07/04/2022

Wishing you and your families a safe and happy Fourth of July. Raymond James offices and the markets are closed Monday, July 4, in observance of Independence Day.

3 things to remember in manic markets 06/30/2022

The strongest and shortest bull market on record has officially ended, fueling investor frustration and fear. While volatility can make it difficult to envision a brighter future, CIO Larry Adam offers three dynamics that can keep things in perspective.

3 things to remember in manic markets www.raymondjames.com

Weekly Investment Strategy: June 17, 2022 06/17/2022

As the S&P 500 continues its descent, current equity prices may open the door for long-term investors. CIO Larry Adam explains.

Weekly Investment Strategy: June 17, 2022 www.raymondjames.com

06/09/2022

When your portfolio is first constructed, it will ideally reflect your investment objective. Unless something changes, your portfolio should continue to align with those objectives. That's where rebalancing plays a key role.

www.raymondjamesconnect.com

How to help mitigate the negative impacts of market swings 06/01/2022

Volatility can be unsettling, but it's an inevitable part of investing. Consider these tips for navigating market swings and taking advantage of the opportunities they may present.

How to help mitigate the negative impacts of market swings www.raymondjames.com

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CIO Larry Adam shares the Investment Strategy team's market-focused wishes for the new year.  https://www.raymondjamesco...

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