The East Coast Group of Alex. Brown - Raymond James

Providing sophisticated solutions for the most demanding of investors. http://raymondjames.com/smrja.htm

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 wi

Morning Brew: August 28, 2024 08/28/2024

trade lower, but there's not a lot of conviction driving the moves. The market is still in wait-and-see mode in front of a key release after today's close.

: -1 @ 5,644
: UNCH @ 41,356
: -6 @ 19,648

Morning Brew: August 28, 2024 www.raymondjames.com

08/27/2024
Your year-end tax planning checklist 08/26/2024

With the end of the year fast approaching, now's the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments & giving opportunities, among other strategies.

Your year-end tax planning checklist raymondjames.com

Up & Adam: Daily market insights: August 26, 2024 08/26/2024

The ‘Put' Looks To Be Back As Fed Set To Begin Cutting Rates. rallied broadly with small cap outperforming large cap & cyclicals outperforming defensives: a stark reversal in recent risk sentiment

Up & Adam: Daily market insights: August 26, 2024 amazonaws.com

Click to read 08/22/2024

Despite the recent pullback, the uptrend in the remains intact. It has officially been over 200 days since the SP500 closed below its 200-day moving average, marking the longest stretch since April 2021.

Click to read amazonaws.com

Click to read 08/22/2024

Our Views:
• We favor US over Intl. developed market equities
• Favorite in the US: , , , &
• Within Intl., we favor select over developed markets.

Click to read amazonaws.com

Morning Brew: August 20, 2024 08/21/2024

Contracts tied to the , , and industrials are flattish this morning after a big run in . The S&P 500 was 1.1% below its all-time high at yesterday's close.

Morning Brew: August 20, 2024 www.raymondjames.com

The five most popular methods for funding education 08/19/2024

With the cost of higher continuing to rise year after year, it may be wise to start early. Discover five popular savings vehicles that can help fund for your loved ones.

The five most popular methods for funding education raymondjames.com

08/14/2024

In our 3Q24 webinar we provide insights regarding the major asset classes & positioning, as well as factors driving market performance.
Watch the replay: https://bit.ly/3b0xcjV

Morning Brew: August 12, 2024 08/12/2024

There's a positive bias in early following last week's turbulent action in . Pre-open gains in names have contributed to the upside bias.

: +12 @ 5,382
: +55 @ 39,695
: +39 @ 18,655

Morning Brew: August 12, 2024 www.raymondjames.com

08/08/2024

We are pleased to announce that Joshua Pasahow was named for the fourth time, third year in a row to the Forbes 2024 Top Next Gen Wealth Advisors Best-in-State List. Congratulations, Joshua!

08/05/2024

Raymond James CIO will address the latest and top questions we've received from about the uncertainty. https://bit.ly/3WSkq1J

$VIX

07/29/2024

Raymond James CIO Larry Adam provides three reasons should look beyond and not make politically-driven portfolio changes.

$VIX

10 common scams and how to avoid them 07/25/2024

As technology has advanced and brought new capabilities, so have the methods employed by . Check out these 10 common scams – and how to avoid them.

10 common scams and how to avoid them raymondjames.com

Infographic: Debunking Social Security myths 07/25/2024

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Infographic: Debunking Social Security myths raymondjames.com

Click to read 07/23/2024

After Biden: What Comes Next? We summarize the events surrounding dropping out of the presidential election & answer key questions we've received over the last 24 hours in regards to the & impact.

Click to read amazonaws.com

Click to read 07/22/2024

The major political events leading up to this November's have been nothing short of extraordinary. We list below the key questions that we have received from along with our views:

Click to read amazonaws.com

Biden withdrawal announcement: Large market reaction unlikely 07/22/2024

Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.

Biden withdrawal announcement: Large market reaction unlikely raymondjames.com

Weekly Bond Market Commentary: July 22, 2024 07/22/2024

Senior strategist Doug Drabik discusses market conditions and offers insight for bond investors in the Weekly Commentary.

Weekly Bond Market Commentary: July 22, 2024 www.raymondjames.com

Up & Adam: Daily market insights: July 16, 2024 07/16/2024

For the first time this year, all 11 are in positive territory. With performance expected to broaden, which sectors may be the beneficiaries? We offer insight into this and other market-moving headlines.

Up & Adam: Daily market insights: July 16, 2024 amazonaws.com

Up & Adam: Daily market insights: June 26, 2024 06/26/2024

The will release its annual bank stress test following close & figures to garner investors' interest. Also, included, performance for a quick glance at the overall state of the U.S. market segments.

Up & Adam: Daily market insights: June 26, 2024 grapevinesix.s3.amazonaws.com

Up & Adam: Daily market insights: June 25, 2024 06/25/2024

is off to a hot start, as the number of air over the last week hit a record high. While we expect economic growth to slow, strength in spending is one reason we do not anticipate a .

Up & Adam: Daily market insights: June 25, 2024 grapevinesix.s3.amazonaws.com

Morning Brew: June 25, 2024 06/25/2024

Contracts linked to the are lower in early trading while and 100 futures are higher. are lower in front of some market-moving events today.

Morning Brew: June 25, 2024 www.raymondjames.com

Weekly Bond Market Commentary: June 24, 2024 06/24/2024

Senior Strategist Doug Drabik looks at the dual benefit that individual can provide in his latest Weekly Commentary.

Weekly Bond Market Commentary: June 24, 2024 www.raymondjames.com

Morning Brew: June 24, 2024 06/24/2024

There's a mixed disposition in early . There's not a lot of conviction from either buyers or sellers after a solid run for the major indices this month.

: +6 @ 5,540
: +103 @ 39,686
: -6 @ 19,977

Morning Brew: June 24, 2024 www.raymondjames.com

Morning Brew: June 20, 2024 06/20/2024

There's a positive bias in early driven by pre-open gains in many names. Treasury are little changed this morning.

Morning Brew: June 20, 2024 www.raymondjames.com

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We are a firm dedicated to establishing long-term relationships based on personalized service and a thoughtful, deliberate approach to planning. Together, we are capable of meeting the challenges you face and making progress toward your ultimate goals. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

With decades of collective experience in financial services, our team specializes in providing customized financial plans utilizing interactive financial modeling tools. Our team is novel in its leverage of outside independent institutional research firms guiding many of the investment decisions. This approach allows East Coast Advisors to deliver a personalized plan and simplifies the financial planning process.

When you work with East Coast Advisors, your financial well-being will be at the forefront of everything we do – exactly as it should be.

We look forward to providing you, your family, or your business with the high level of personal service and professional attention you deserve. Today, tomorrow and for many years to come.

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