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      Growing?My Business

      Your work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business owner looking to sell or take your company public, your Raymond James advisor has the capabilities and resources to help your business reach the next level.


      Retirement Plans

      For most any business, the most valuable asset is its people. You want to take care of the people whose performance means so much to the success of your business. Your Raymond James advisor can help navigate your retirement plan options – simplified employee pensions (SEPs), SIMPLE IRAs, profit-sharing, 401(k) plans – and help you make the best choice to provide for the financial futures of you and your employees.

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      Concentrated Equity

      For many successful individuals, wealth management includes developing a strategy for concentrated holdings of stock in a single company. Solutions are often complex and time consuming, a challenge to even the most sophisticated investor. Your Raymond James advisor can assist you in implementing customized strategies for preserving and diversifying your holdings.*


      Selling a Business

      After years of building and nurturing a successful business, you’ll want to give careful consideration to a transition strategy when the time comes to part with such a big part of your life and net worth. Your Raymond James advisor can work with you and other professionals to help you understand your options and ensure that you and your company are prepared to take the next step.


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      Running a business is complex business. Your Raymond James advisor can help you with a wide range of complex investment banking issues, including mergers and acquisitions and public offerings, to help your business grow and thrive.

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      *Diversification does not guarantee a profit nor protect against a loss.

      Commentary & Insights

      Economy & Policy  |  October 31, 2019

      Markets already tense over potential policy swings in 2020

      The markets appear more attentive than usual at this point in the primary race, says Washington Policy Analyst Ed Mills; investors “don’t want to be caught off guard” the way many were in 2016.

      Listen about Markets already tense over potential policy swings in 2020
      Tax Planning

      Trim your future tax bill by thinking ahead

      Don’t procrastinate when it comes to prepping for tax season.

      Read Article about Trim your future tax bill by thinking ahead
      Markets & Investing

      Volatility resources

      When markets react, maintain a long-term perspective.

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