Precision Wealth Management

Precision Wealth Management We offer customized personal boutique services to help you meet your unique financial goals.

Alternative inflation metrics suggest the disinflationary trend will continue, and slowing inflation should keep the Fed...
03/12/2025

Alternative inflation metrics suggest the disinflationary trend will continue, and slowing inflation should keep the Fed in easing mode. CIO Larry Adam provides insight into this and other market-moving headings in Up & Adam.

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Since behavioral biases stem from human nature, every investor is likely susceptible to them at some point. But there ar...
02/03/2025

Since behavioral biases stem from human nature, every investor is likely susceptible to them at some point. But there are steps you can take to mitigate the potential negatives of bias on your own investment performance. Learn more about your hidden biases:

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Shredding documents that contain sensitive information is an important part of keeping your data safe. Here is a guide t...
01/31/2025

Shredding documents that contain sensitive information is an important part of keeping your data safe. Here is a guide to help you decide what to shred and what to keep.

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Congratulations to the 2024 Top 400 STEER Participants including our very own Dody Davison, Noel Brewer and Amy Verzaal....
01/29/2025

Congratulations to the 2024 Top 400 STEER Participants including our very own Dody Davison, Noel Brewer and Amy Verzaal. The STEER Development Program proudly celebrates outstanding branch associates who are committed to continuous growth and maximizing their contributions to advisors and clients.

Wishing you all the best for your plans, goals and resolutions as we head into 2025. Raymond James offices and the marke...
01/01/2025

Wishing you all the best for your plans, goals and resolutions as we head into 2025. Raymond James offices and the market are closed Wednesday, January 1, in observance of New Year's Day.

Before the clock strikes twelve and we ring in the new year, CIO Larry Adam leaves us with his top wish for 2025: twelve...
12/31/2024

Before the clock strikes twelve and we ring in the new year, CIO Larry Adam leaves us with his top wish for 2025: twelve months of peace and prosperity. Take a look back at the full countdown:
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2631 West Torch Lake Drive
The Villages, FL
32163

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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