Capital Edge Wealth Advisors of Raymond James

For solo entrepreneurs, a solo 401(k) could be an ideal choice. Contact us to help find the best retirement plan for your situation. Complete article is on RaymondJames.com. #entrepreneur #retirementplan #401(k) #businessowner

In honor of Cybersecurity Awareness Month, elevate your cybersecurity knowledge and stay one step ahead. Delve into the complexities of common online scams and equip yourself with strategies to safeguard your digital presence. #cybersecurity

Insightful charts & commentary from Raymond James. Commentary and additional information listed in full report. See the entire Weekly Headings report from Raymond James CIO Larry Adam and his team on our website. Visit our website (link in profile) > Resources > Weekly Headings Source: Factset. Definitions can be found on disclosure pages. >>>Give us a follow & reach out to discuss this or any of your financial planning needs with us. #chartsoftheweek #economicnews #markets #economicdata #newsupdate

Today's #FacinatingFriday post comes from @visualcap In 2024, 41.6% of U.S. households' financial assets are invested in the stock market ⁠ Investor confidence, a strong U.S. economy, and decades of strong performance are driving these equity allocations.⁠ ⁠ Here, we explore the share of U.S. households' finances in public stocks from 1952 to 2024, using data from the Federal Reserve.⁠ ⁠ #stockmarket #economy #equities #investing #wealth #financialplan

Businesses with a giving strategy enhance employee engagement and strengthen community ties. If you're looking for a strategy for your business we're here to help. #giving #community #charitablegiving #donoradvisedfund https://lnkd.in/gQPwAiTz

Some insightful charts from Raymond James. Commentary and additional information listed in full report. See the entire Weekly Headings report from Raymond James CIO Larry Adam on my website. Visit our website (link in profile) > Resources > Weekly Headings Reach out to discuss more with us. #chartsoftheweek #economicnews #markets #economicdata #newsheadlines

You're never too young for an estate plan. We are happy to answer any questions you may have about estate planning documents. #estateplanning #powerofattorney #healthcaredirective #revocabletrust #financialplanning

Managing Director, Washington Policy Analyst Ed Mills notes that the reality is the 2024 Presidential Election is likely to come down to a small number of voters in key swing states. #election #swingstate #markets #electionoutlook

Raymond James has once again been named to TIME Magazine's World's Best Companies list, celebrating the top-performing global companies based on employee satisfaction, revenue growth, and sustainability. Learn more: https://lnkd.in/dFWdPvm5

New podcast episode available discussing valuable insights to consider when it comes to your legacy planning. This episode is one of our thought leaders and features Ron Caffrey who is VP and trust consultant at Raymond James Trust. He discusses valuable insights to consider when it comes to your legacy planning and shares some considerations for those who might benefit from a corporate trustee. If you would like to learn more about the resources available on this topic please contact us and we can discuss what might be suitable for your situation and goals. You can reach us through our website capitaledgewealth.com. Give it a listen and let us know what you think! Be sure to follow our Spotify page so you get notified when new episodes are posted. Here is the link to Spotify: https://lnkd.in/gwm5JTFD #LegacyPlanning #CorporateTrustee #RaymondJames #EstatePlanning #Trusts