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Muñoz Wealth Management of Raymond James

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Muñoz Wealth Management of Raymond James

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Disclosures:
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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

10/29/2026

Business Owners: Before you close the books on 2026, don't overlook these opportunities! 📊

Running a business keeps you busy, and tax planning isn't always at the top of your to-do list.

But with the end of the year quickly approaching, now is a great time to take another look at your business finances.

Did you know that the timing of certain expenses, equipment purchases, your business structure, and even your company's retirement plan could affect your tax strategy?

💡 A few thoughtful decisions before December 31 could make a meaningful difference when tax season arrives.

We've shared an article highlighting 5 year-end tax tips for business owners that are worth discussing with your CPA or tax professional.

Take a few minutes to read through them. You might discover something worth exploring before the year ends!

👇 Read more:
https://www.raymondjames.com/munozwealth/your-resources/2026/10/28/five-year-end-tax-tips-for-businesses

Improve your bottom line with these tax mitigation strategies.

10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

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10/23/2026

Manufacturing production is recovering, but manufacturing employment has remained largely unchanged. In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines why stronger output doesn't always lead to more jobs.

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10/22/2026

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices and interest rates. Beneath the surface, the impact of these factors have been much more acute.

Read more in the Weekly Market Guide.

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10/16/2026

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across income groups. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán shares his perspective on the latest economic data.

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10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

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10/09/2026

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics.

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10/02/2026

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play.

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10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

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10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

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Address

200 Crescent Court Suite 550
Dallas, TX
75201

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.MunozWealth.com/

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