Dillon Burr- Raymond James

10/23/2025

Every portfolio needs a strong foundation, and public equities provide just that. They're efficient, accessible, and essential for long-term growth. But once that base is built, vast opportunity lies in expanding into alternatives.

Alternatives include investment opportunities in the form of private equity, real estate deals, hedge funds, private credit, and more. They often offer low correlation to public markets, helping reduce volatility, improve diversification, and unlock differentiated returns.

With over $24 trillion now invested globally in private markets, these strategies are no longer reserved for institutions — they're becoming essential tools for high-net-worth individuals and business owners alike. At Coastal Pines Wealth Management, we guide clients through private markets with care and in accordance with our tailored financial planning process. Raymond James supports us with access to world-class managers and deep research. If you are interested in hearing about specific opportunities, give us a shout.

This video shows how we help clients build portfolios that reflect their goals — not just market trends:

08/04/2025

July delivered another month of gains for U.S. equity markets, continuing a resilient 2025 rally that has defied expectations. Powered by robust corporate earnings, some renewed optimism around trade policy, and the passage of a major fiscal package, the S&P 500 notched multiple record highs—underscoring investor confidence even as macroeconomic uncertainties linger.

Yet, beneath the surface of this bullish momentum, signs of market fatigue and elevated valuations suggest a more cautious outlook may be warranted. Key economic indicators are sending mixed signals, which could lead to increased volatility. And as investor sentiment grows increasingly optimistic, it's easy to overlook underlying risks that could disrupt the rally. Staying disciplined and diversified is key to navigating potential volatility ahead.

In this month's commentary, we explore the key drivers behind July's performance, sector-level dynamics, and the evolving risks that could shape the second half of the year:
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raymondjames.com

07/02/2025

Wishing everyone a happy and safe Fourth of July!
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The stock market will close at 1:00 PM EST tomorrow, July 3rd, and will be closed all day Friday the 4th.

06/24/2025

The next wave of value creation isn't waiting to go public—it's already happening. The opportunity set is broader than ever. And the most agile investors are already there.

Private markets have surged to a staggering $14.3 trillion in assets under management as of 2025, with projections pushing that figure to $18 trillion by 2028. Private equity alone commands $9.4 trillion, while private credit and real assets contribute another $5 trillion combined.

In 2024, global private market fundraising topped $1 trillion, and for the first time since 2015, distributions to investors exceeded capital contributions—a major liquidity milestone. Meanwhile, AI-native startups captured nearly 50% of the $209 billion in global venture capital deal value, signaling a shift in innovation capital. With public markets shrinking and private firms staying private longer, the investable universe is rapidly tilting toward the private domain. These numbers make one thing clear: private markets are no longer a niche—they are a foundational force in global finance.

The best ideas don't wait for a listing. Neither should investors. In the article that follows, we'll explore why this shift is happening, what it means for investors, and how to navigate the opportunities and risks in this evolving landscape alongside your public equity exposure....

raymondjames.com

06/18/2025

The next wave of value creation isn't waiting to go public—it's already happening. The opportunity set is broader than ever. And the most agile investors are already there.

Private markets have surged to a staggering $14.3 trillion in assets under management as of 2025, with projections pushing that figure to $18 trillion by 2028. Private equity alone commands $9.4 trillion, while private credit and real assets contribute another $5 trillion combined.

In 2024, global private market fundraising topped $1 trillion, and for the first time since 2015, distributions to investors exceeded capital contributions—a major liquidity milestone. Meanwhile, AI-native startups captured nearly 50% of the $209 billion in global venture capital deal value, signaling a shift in innovation capital. With public markets shrinking and private firms staying private longer, the investable universe is rapidly tilting toward the private domain. These numbers make one thing clear: private markets are no longer a niche—they are a foundational force in global finance.

The best ideas don't wait for a listing. Neither should investors. In the article that follows, we'll explore why this shift is happening, what it means for investors, and how to navigate the opportunities and risks in this evolving landscape alongside your public equity exposure.

raymondjames.com

06/03/2025

"Sell in May and go away" is something we often hear the analysts and strategists use as a talking point this time of year. But where did this phrase stem from, and what do the numbers say about its accuracy?

These catchy words actually originated in London in the 1700s during a period where the wealthiest financiers and money managers fled to the countryside or neighboring countries for the summer months, thus halting their participation in markets until their eventual homecoming. The full phrase at the time was "sell in May and go away, come back on St. Leger's day", which refers to the St. Leger Stakes-- a prestigious horse race held in mid-September that historically marked the return of the financial elite to London and the end of their hiatus from the markets.

As nice as it sounds to be able to abandon the markets during the historically soft periods, a lot has changed since the 1700s. Seasonal strategies are priced in by algorithms and investment teams. Markets react in real time to global events and shifts in economic paradigms. And although the summer months may be seasonally softer, their returns are still positive. The average returns since 1975 for June, July, and August are + 0.55%, + 0.96%, and 0% (flat), respectively. From 2014- 2024, those numbers rose to +1.11%, +2.77%, and +0.25%.

So while the financially-fortunate today still retreat to summer homes and travel abroad during the warmer months—just as they did when the phrase ‘Sell in May and go away' first emerged—they no longer fully disconnect from the markets. They may change scenery, but they don't check out. And this May especially, they are thankful that they didn't.

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. The index saw a gain of 6.15% on the month, the highest May performance in 35 years and the best return in a single month since November of 2023. The Nasdaq composite finished even higher with a 9.6% gain on the month.

So with that being said, even though it may be tempting to "sell in May and go away", this phrase is just another fancy term for a strategy that is proven not to work in the long-term-- trying to time the market.
Read more about the market and economic outlook in the monthly market update.

raymondjames.com

04/18/2025

The stock market and Raymond James offices will be closed today, April 18th, in observation of Good Friday and the Easter holiday.

03/25/2025

We've heard every great team needs a name, so we decided to make it reality. It's been a long time coming, but we're happy to announce our new brand-- Coastal Pines Wealth Management of Raymond James.

Our team is composed of four advisors, Jason Williams, Chuck Zimmerman, Lori Scott, myself, and one supporting member, Richard Greenwood. We specialize in understanding and implementing investment structures and solutions to meet the objectives of high-net worth individuals and entities, but take pride in the fact that we do not set minimums. We currently oversee more than $2.35 Billion of client assets (AUM 3/24/2025) and our clients consist of current and former executives, business owners, private foundations and endowments, family offices, individuals, and partnerships/trusts. We seek high quality, long- term relationships and our mission is to always advocate for our clients' financial well-being. Please feel free to reach out at any time if you believe we may be able to assist you-- helping people is what we do best!

www.raymondjames.com/coastalpineswealth

03/20/2025

Raymond James has topped the list for Advised Investor Satisfaction and Most Trusted among wealth management firms.

I'm proud to be part of a company that keeps the focus where it belongs: on you. Here, people have always been our #1 priority. And now being #1 is something we have in common.

Read the full announcement: https://go.rjf.com/4igasiW