Holcombe Private Wealth of Raymond James

02/25/2026

In our latest Market Views, Iris Wang, CFA, highlights the key forces shaping today's gold market and what investors should know.

08/20/2025

Looking for an innovative way to invest in today's market? Structured investments can offer a balance of risk and reward, even during uncertain times. A structured investment is an obligation from an issuing firm to provide a return based on the performance of an underlying investment, such as a stock, an exchange traded fund (ETF) or most commonly, a market index, referred to as the underlier. Explore your options and find the right fit for your portfolio.

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08/07/2025

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://go.rjf.com/4igasiW

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 out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

08/06/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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08/05/2025

Our Investment Strategy team tackled the key questions surrounding the Fed's policy uncertainty and explored what lies ahead for interest rates, economy and labor market.

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08/05/2025

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

07/31/2025

Approach your college journey with the destination in mind. Understanding the most sought-after industries among university students can offer insight into career paths that promise enduring success and financial security.

raymondjames.com

07/30/2025

The sweeping tax and spending law signed on July 4, dubbed the One Big Beautiful Bill Act. This article highlights some of the major considerations when it comes to provisions and potential financial planning opportunities for individuals and families

raymondjames.com

05/20/2025

One of the most common questions I get from younger clients is: "Where do I start?" In today's world of information overload, my advice is to focus on automation, active management and process.

Here's how to build a strong foundation:
• Automate Your Savings: Set up automatic contributions to move money out of your spending account and into investments- ideally right after payday. This "set it and forget it" approach ensures you consistently save without having to think about it, reduces the temptation to spend, helps you stick to your goals and makes you think twice before dipping in.
• Build an Emergency Fund: Aim for 6-12 months of expenses to protect yourself. This financial safety net protects you from unexpected events, like job loss or major expenses, and prevents you from having to dip into investments or take on high-interest debt. Once that's set, you can then allocate those dollars towards the hierarchy of other goals established in the planning process.
• Stay Invested: Time in the market beats timing the market. Even missing a handful of the best days can hurt your returns—many of which happen during downturns. While passive investing is a great long-term approach, active management can add value, especially in volatile markets. Skilled active managers can help reduce risk by adjusting allocations, seeking opportunities, and protecting against downturns—making your portfolio more resilient when markets are unpredictable. The key is consistency: whether you go passive, active, or a blend, stick to your plan and let compounding work for you.

Control what you can: automate, plan, and stay consistent. Your future self will thank you!

05/08/2025

The S&P 500 was able to continue its bounce-rally with three consecutive strong daily gains. The tariff tug-of-war continues with a path to progress in the short-term, but we are far from out of the woods.

Read more in the Weekly Market Guide.

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04/17/2025

Explore how the Alternative Investments Group at Raymond James thoughtfully brings distinctive offerings to their platform that address varying investment objectives.