Raymond James - Financial Advisor - Chris Giaimo

Raymond James - Financial Advisor - Chris Giaimo Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

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08/27/2026

theweek.com

Even if you have the resources to self-fund long-term care, you may want to consider how leveraging an irrevocable life ...
08/25/2026

Even if you have the resources to self-fund long-term care, you may want to consider how leveraging an irrevocable life insurance trust can help save on taxes. Here's why it's worth exploring:

raymondjames.com

If you're like most business owners, a substantial portion of your personal wealth is tied to your professional life. Th...
08/24/2026

If you're like most business owners, a substantial portion of your personal wealth is tied to your professional life. That invites more nuance and more negotiation into planning for a successful future:

raymondjames.com

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
08/24/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market...
08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

raymondjames.com

True longevity planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives. Health...
08/21/2026

True longevity planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives. Health, purpose, relationships and lifestyle choices all play a critical role in how fulfilling those years will be.

That's why I use longevity planning resources to help clients align their financial strategy with the life they want to live, not just the numbers they want to hit.

Because planning for the future means planning for how you'll live, not just how long your money will last.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
08/21/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:
08/20/2026

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the plann...
08/19/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

raymondjames.com

08/18/2026

theweek.com

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