Karsten Jacobson CFP, CFDA

Meet the newest member of our Raymond James family: Indy, our fourth sponsored Southeastern Guide Dogs Inc puppy.

Named for our core value of independence, Indy is a guide dog in training and will make appearances at our home office and at events throughout the year. Follow her journey .pup on Instagram as she plays, grows and learns to become a lifelong companion to someone in need.

Effects of higher interest rates on housing and consumers The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

Tax-efficient strategies for investment properties 3 smart ways to defer capital gains taxes.

Great wealth, great responsibility for elite young athletes High-profile competitors – including those in college – can profit tremendously from name, image and likeness (NIL) deals. But making sudden wealth permanent requires a long-term focus.

7 ways to boost your savings Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips:

Financial Planning can help you achieve your financial goals and build wealth over time. Setting financial objectives and developing strategies to meet goals can help to identify areas where you may need to make adjustments in order to avoid costly mistakes for your financial future. Lets start 2024 with goals and intentions for your success!

We love giving back!

Bringing the magic and lending a helping hand this holiday season Bringing the magic and lending a helping hand this holiday season