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  • Raymond James
    800 Main St Pella, IA 50219-1522 T: 641.628.6861 F: 641.628.2779
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December to deliver data, rate decision and more
11/26/2025
Raymond James Chief Investment Officer Larry Adam offers three things to keep an eye on in as we head into December.
Markets & Investing
The shareholders’ cut
What dividends communicate to the most important people in the conversation.
Markets & Investing
Read
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Don’t forget to pack your health insurance
Stay protected abroad, and save thousands, with travel medical insurance.
Family & Lifestyle
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
What the ‘One Big Beautiful Bill Act’ means for your business
The 2025 legislation has implications for businesses of all sizes.
Business Ownership
Read
Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
Read
Is organic worth the cost?

When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.

Family & Lifestyle
Read
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Milestone moment? Time to review your estate plan

From moving to marriage, these major life events warrant a check-in.

Estate & Giving
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
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Watch Video
Markets offer plenty to be thankful for heading into the holidays
11/5/2025
Raymond James Chief Investment Officer Larry Adam addresses the forces shaping the markets through year-end – and what to watch as we head into 2026.
Markets & Investing
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  • 800 Main St Pella, IA 50219-1522
  • T 641.628.6861
  • F 641.628.2779
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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