Small-cap stocks were the top performer in August, thanks in part to Fed Chairman Jerome Powell’s speech in Jackson Hole, where he hinted at a possible interest rate cut in September raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/nFLoZe6 via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite…
Adulthood looks different than it did 30 years ago. Today’s young adults face rising costs, delayed milestones and evolving expectations, and many parents are stepping in to help. Explore how financial and emotional support are shaping this transition: raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/KklYzxo via Best Financial Advisor in Jacksonville…
Will Social Security be there when you retire? You’re not alone in wondering. The good news is it won’t disappear, but a lack of action from policymakers will mean major changes to the program in the not-so-distant future. Here’s what you should know, and what might come next raymondjames.com from Taras Wealth Management of Raymond…
Consider these strategies for settling an unexpected tax bill to keep your long-term financial plan on track. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/RbeGcwU via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/AFTHGDv
Raymond James advisors are supported by technology that meets the opportunities – and threats – of the AI age. In the office, on the go, in front of clients and behind the scenes, our end-to-end technology suite is built for security, usability and the unique demands of the wealth management business. Learn more: https://ift.tt/EsdfJwl from…
The S&P 500 has notched several record highs so far in 2025, but tariff headwinds loom. Learn more in our monthly market recap: raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/EXn3tTF via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/zbkURr2
Raymond James advisors are supported by technology that meets the opportunities – and threats – of the AI age. In the office, on the go, in front of clients and behind the scenes, our end-to-end technology suite is built for security, usability and the unique demands of the wealth management business. Learn more: https://ift.tt/47Ev0JA from…
It’s an option that can also reduce your tax liability, as it involves donating pre-tax dollars before they become taxable income as a required minimum distribution (RMD) raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/2CgBxvT via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue,…
The S&P 500 has notched several record highs so far in 2025, but tariff headwinds loom. Learn more in our monthly market recap: raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/Sq0tsN2 via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/o5jDnm4
From 2025 to 2028, single filers in eligible industries can deduct up to $12,500 in overtime pay, though the deduction begins to phase out at modified adjusted gross income above $150,000 raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/QPir6Kk via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite…
Wishing everyone a happy and safe Fourth of July! from Taras Wealth Management of Raymond James on Facebook https://ift.tt/EeX32F5 via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/ng8I65e
CIO Larry Adam puts Thursday’s equity market decline into perspective in his latest Up & Adam. While volatility is never comfortable and is likely to stay elevated in the near term, staying invested and sticking to your long-term plan is what’s most important. Up and Adam February 27, 2024.pdf from…
Nine out of 10 investors say that taxes are an important part of wealth transfer planning. And keeping up with our ever-changing tax code – which can disrupt the transfer of your wealth – requires targeted expertise. See how we can create a tax-ready plan to maintain your wealth’s momentum. http://www.raymondjames.com from Taras Wealth Management…
The S&P 500 closed out June with a new record high. However, with valuations stretched and optimism around fiscal, trade and monetary policy largely priced in, investors should prepare for a potentially volatile summer ahead, CIO Larry Adam. amazonaws.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/bg5ACJ6 via Best Financial Advisor in Jacksonville…
As the next FOMC meeting approaches, how might higher oil prices complicate monetary policy for the Federal Reserve? Chief Economist Eugenio Alemán discusses in his latest Weekly Economic Commentary. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/AYGbQ1I via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville,…
Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I’m proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://ift.tt/8Cyt7nK J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses…
After a whirlwind couple of months, the S&P 500 ended May with 80% of constituent stocks sitting above their 50-day moving average – the best reading since the fall of 2024. Read more about the market and economic outlook in the monthly market update. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/iUpwnY7…
Estate tax law may see major changes at year’s end. Here’s what you can do now to mitigate the potential impact: raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/WVbY2py via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/UO8qhyg
Rebalancing can help keep your portfolio on track. Here are a few different methods to consider: raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/gzP653o via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/4bvi385
I am honored to be named to the Forbes Top Women Wealth Advisors Best-In-State for 2025. To be among the 2,436 women selected from 48,220 nominees is an accomplishment of which I am proud. I will continue serving my clients with the highest level of advice and service, that is…
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/RUEwMFW via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/4bvi385
Tips on how to make your mom’s day! rd.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/07uCGbS via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/MBcYyxN
Managing Social Security payments for someone who cannot represent themselves involves more than standard estate planning documents. Discover the unique designation required by the Social Security Administration. raymondjamesconnect.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/AxDyvsc via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202…
A million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, but there’s good news: You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement. raymondjames.com from Taras Wealth Management of Raymond…
Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I’m proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://ift.tt/i3r0ZYT from Taras Wealth Management of Raymond James on Facebook https://ift.tt/rSUcT8w via Best Financial Advisor in Jacksonville Taras Wealth Management…
Social security survivor benefits should be part of your retirement income plan. Here’s six things you should know: raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/iBLxG96 via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/xuvNL8B
Consider these strategies for settling an unexpected tax bill to keep your long-term financial plan on track. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/RbeGcwU via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/AFTHGDv
Proud to be a part of such an amazing organization. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/ZNT8cES via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/eIDAoGK
It’s an option that can also reduce your tax liability, as it involves donating pre-tax dollars before they become taxable income as a required minimum distribution (RMD) raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/2CgBxvT via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202…
CIO Larry Adam puts Thursday’s equity market decline into perspective in his latest Up & Adam. While volatility is never comfortable and is likely to stay elevated in the near term, staying invested and sticking to your long-term plan is what’s most important. Up and Adam February 27, 2024.pdf from Taras Wealth Management of Raymond…
Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I’m proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://ift.tt/8Cyt7nK J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company…
Equity market weakness continued Monday, with the S&P 500 down 9% from recent highs and closing below its 200-day moving average for the first time since 2023. CIO Larry Adam provides insight into this and other market-moving headings in Up & Adam. amazonaws.com from Taras Wealth Management of Raymond James…
I am honored to be named to the Forbes Top Women Wealth Advisors Best-In-State for 2025. To be among the 2,436 women selected from 48,220 nominees is an accomplishment of which I am proud. I will continue serving my clients with the highest level of advice and service, that is in their best interest. The…
A million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, but there’s good news: You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/q729UxI via…
Proud to be a part of such an amazing organization. raymondjames.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/ZNT8cES via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/eIDAoGK
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Equity market weakness continued Monday, with the S&P 500 down 9% from recent highs and closing below its 200-day moving average for the first time since 2023. CIO Larry Adam provides insight into this and other market-moving headings in Up & Adam. amazonaws.com from Taras Wealth Management of Raymond James on Facebook https://ift.tt/yYJcf2I via Best…
Have a great day, visit us at from Vintage Design on Facebook https://ift.tt/Oj95Apq via Best Financial Advisor in Jacksonville Taras Wealth Management 245 Riverside Avenue, Suite 500 Jacksonville, FL 32202 Phone:904.348.5440 https://ift.tt/6aLBnRO
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Jacksonville is the most populous city proper in the U.S. state of Florida, located on the Atlantic coast of northeastern Florida. It is the seat of Duval County, with which the City of Jacksonville consolidated in 1968. It is the largest city by area in the contiguous United States as of 2020.
Jacksonville Financial Planner 