Resources - IB Wealth Management

Give your Medicare coverage an annual checkup

With annual enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.

10/14/2026

Raymond James Washington Policy Analyst Ed Mills examines the tool kit that is reshaping industries and driving the next wave of economic transformation.

Economy and Policy

Key person insurance protects your business from a difficult loss

Key person insurance can protect revenues and bolster employee retention.

Business Ownership

Tax-saving moves to consider before year end

Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.

Tax Planning

Yields are Soaring – Elevating Investor Opportunities

10/13/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets and Investing

Trade deficit: different strokes

10/9/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

S&P 500 bull market: drivers, history and outlook

10/9/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Midterm elections: Potential political shifts and market volatility

10/8/2026

A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.

Markets & Investing

Infographic: Seven cybersecurity tips for everyday protection

Cybercriminals are constantly evolving their tactics, but a few smart habits can go a long way toward protecting your personal information and staying one step ahead.

Technology & Innovation

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Independent Bank Wealth Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Independent Bank and the Independent Bank Wealth Management are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

The future at your fingertips