Benjamin Kneeland - Wealth Advisor at Raymond James

05/20/2025

If you're looking for investment opportunities outside the public mainstream, you may find your answer in the private market. Read our private market primer.

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05/06/2025

Investors are in a tug-of-war after a volatile April and with continued uncertainty over President Trump's policies, which have significant effects on the markets. Read more in the monthly market report:

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04/10/2025

Experience a tech platform that elevates client service and strengthens your practice. With an annual investment of nearly $1 billion, our advisor-led tech creates efficiencies so you can focus more of your attention on what truly matters – your clients.
https://www.raymondjamesconnect.com/axi-x-

04/07/2025

For the 12th year, Raymond James technology has been recognized by BISA – this year for AI at RJ, the firm's AI initiative committed to harnessing the transformative power of Artificial Intelligence (AI) to drive innovation and enhance our already robust technology suite. Learn more:
https://www.raymondjamesconnect.com/aE0VPo

04/03/2025

Raymond James has been recognized on FORTUNE's 2025 America's Most Innovative Companies list for the third consecutive year! We are proud to work at a firm that continues to value technological innovation.

Learn more:
https://www.raymondjamesconnect.com/aw9nTY

04/01/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

03/26/2025

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12/17/2024

The 10-year rule for IRA beneficiaries has been finalized. And whether you're an account owner or a designated beneficiary, it could affect your wealth and wealth transfer plans:

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10/31/2024

I have been having a lot of conversations with clients about the upcoming elections and their potential implications on the market. As the attachment shows, historically, elections results have had little impact on long term investors. Feel free to reach out to me if you have additional questions!

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07/02/2024

High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Read why now may be a good time to review your estate and gifting plans.

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05/21/2024

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.

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05/07/2024

Whether you've recently inherited an IRA or are set to inherit one soon, review what the latest change can mean for some beneficiaries.

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