Capital Edge Wealth Advisors of Raymond James

Capital Edge Wealth Advisors of Raymond James Tailored Wealth Solutions for High Income Professionals & Affluent Families Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. 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

The most meaningful legacies are rarely defined by a number.They are defined by the values you protect, the people you p...
08/13/2026

The most meaningful legacies are rarely defined by a number.

They are defined by the values you protect, the people you prepare, the stewardship you demonstrate, and the impact that continues beyond your lifetime.

That is why legacy planning is more than transferring assets or completing estate documents. It is a thoughtful process of deciding what matters most, preparing the next generation, creating clarity around important decisions, and giving your wealth a purpose.

A meaningful legacy begins with four questions:

What should be protected?
Who needs to be prepared?
What should be preserved?
What impact should endure?

Your legacy should reflect your life—not someone else's template.

Your legacy. Your terms.

If this is something you've been thinking about, it's worth a conversation.

Today's Fascinating Friday post comes from Who do Americans spend time with?This changes a lot over the course of their...
08/13/2026

Today's Fascinating Friday post comes from

Who do Americans spend time with?

This changes a lot over the course of their lives.

In their teens, Americans spend a lot of time with friends and family.

In their 20s, time with friends and family starts to drop off. Instead, Americans begin to spend more time with partners and children.

Throughout their 30s, 40s, and 50s, Americans spend much of their time with coworkers.

As they get older, Americans spend more time alone, but surveys show this doesn't necessarily mean they're lonely.

Data source: This data comes from the American Time Use Survey, conducted by the U.S. Bureau of Labor Statistics.

08/12/2026

Family businesses can be incredibly rewarding but they also come with unique challenges around leadership, communication, succession, and the balance between family dynamics and business decisions.

In this past episode of the Masters of Achievement Podcast, I sat down with Jonathan Goldhill, family business coach, thought leader, and founder of The Goldhill Group, for a conversation on navigating multigenerational family businesses.

We discussed what can make family businesses both powerful and complex, how owners can think more intentionally about leadership and transition, and why communication, accountability, and planning are so important when family and business intersect.

For business owners, next-generation leaders, and families thinking about the future of their company, this episode offers valuable perspective on building a business that can grow beyond one generation.

Listen to the full past episode here: https://open.spotify.com/episode/7s7ApCjKl9iHkaG1MXlGUI?si=kG1I-yNpQcmvybfC_yo8ng

Learn more and follow:
www.CapitalEdgeWealth.com
on Instagram, Facebook, X, Spotify and LinkedIn

Raymond James is not affiliated with and does not endorse the opinions or services of Jonathan Goldhill or The Goldhill Group.

The decisions made immediately after a major financial event can shape outcomes for years.A business sale, inheritance, ...
08/12/2026

The decisions made immediately after a major financial event can shape outcomes for years.

A business sale, inheritance, concentrated equity position, retirement, or unexpected liquidity can create pressure to act quickly. But urgency and clarity are not the same thing.

Without a defined strategy, even reasonable decisions can create long-term consequences:

Cash may remain idle without a clear purpose.
Risk can become concentrated in places you did not intend.
Tax and planning opportunities may be missed.
Complexity can outgrow the advisory structure around it.
Early decisions can become difficult—and expensive—to unwind.

The strongest planning often begins before the transition, not after it.

That means clarifying priorities, coordinating the right professionals, evaluating risk, and creating a thoughtful framework for what comes next.

True wealth is built through discipline, not reaction.

If a significant financial transition may be ahead, it is worth beginning the conversation early.

08/11/2026

Buying rural or agricultural land can be exciting, but it also comes with unique considerations that are very different from buying a traditional home or commercial property.

In this past episode of the Masters of Achievement Podcast, I’m joined by Ben Wilson, Senior Vice President of Relationship Management at Capital Farm Credit, for a conversation on rural and agricultural land purchasing and financing.

We discuss what buyers should think about before purchasing land, how financing for rural properties may differ, and why working with professionals who understand agricultural and recreational land can be so important.

Whether you’re considering land for recreation, agriculture, family use, or long-term planning, this episode offers helpful perspective on the questions to ask before moving forward.

Listen to the full past episode here: https://open.spotify.com/episode/3A5ZOIMtqo19gMWQAjxg08?si=IU8PxlhWT6ONYrDCLmmejA

Learn more and follow:
www.CapitalEdgeWealth.com
on Instagram, Facebook, X, Spotify and LinkedIn

Raymond James is not affiliated with and does not endorse the opinions or services of Ben Wilson or Capital Farm Credit.

A quick look at what's shaping the markets.Latest charts from Raymond James break down the key trends investors should b...
08/08/2026

A quick look at what's shaping the markets.

Latest charts from Raymond James break down the key trends investors should be watching.

Explore the full Weekly Headings from CIO Larry Adam (link in profile).

Be sure to follow us:

www.CapitalEdgeWealth.com

Source: FactSet

Today's Facinating Friday post comes from Data centers under construction in America right now.Texas and Virginia aren'...
08/07/2026

Today's Facinating Friday post comes from

Data centers under construction in America right now.

Texas and Virginia aren't just leading. They're lapping the entire rest of the country. Texas alone has 151 data centers currently under construction. Virginia has 140. Combined, that's more than every other state in the country put together.

Ohio is the surprise #3 with 58. Georgia is right behind at 57.

A few things jump out from this data:

Mississippi has 22 under construction with only 10 currently operating. They're more than tripling their footprint.

California, despite being the tech capital of the world, only has 6 under construction. They've tapped out. The new construction is happening in cheaper, friendlier states with available power.

Nevada is quietly building 29 new data centers, almost matching its current count.

The South and Midwest are absorbing this entire AI buildout. They have the land, the power, and the tax incentives. Coastal states are mostly sitting it out.

Source: Aterio, April 2026

Charitable giving rules are changing.For families who itemize, the timing and structure of gifts may matter more than ev...
08/05/2026

Charitable giving rules are changing.

For families who itemize, the timing and structure of gifts may matter more than ever.

Beginning after a 0.5% of AGI floor, the tax benefit of charitable deductions may require more coordination. For example, with $1,000,000 of AGI, the first $5,000 of charitable giving may not count toward the itemized charitable deduction.

That does not mean charitable giving is less important. It means the strategy behind giving may need a fresh look.

Strategies to reassess may include:
• Bunching gifts
• Donor-advised funds
• Appreciated securities
• QCDs from IRAs for those 70½+

The goal should remain the same: support the causes you care about in a thoughtful and tax-aware way.

Reach out before your next major gift so we can help coordinate your charitable giving strategy with your broader financial plan.

08/04/2026

Every business owner’s journey starts somewhere — often with a leap of faith, a willingness to take risk, and the persistence to keep building through uncertainty.

In this past episode of the Masters of Achievement Podcast, I sat down with Jacob Robinson, founder of Dig World, for a conversation about entrepreneurship, family, leadership, and the journey from idea to ex*****on.

Since this interview, Jacob’s story has continued to grow. Dig World has been featured on Shark Tank, received national attention, and recently opened its second location in Grapevine, Texas.

It’s a great reminder that success is rarely a straight line. It often starts with a personal “why,” grows through hard work and risk-taking, and continues through the ability to keep building when new opportunities arise.

Listen to the full past episode here: https://open.spotify.com/episode/5s3yEirc9DAyqMU8AWKtmk?si=MzXUhTYLSEyNWKG0q2xBdA

Learn more and follow:
www.CapitalEdgeWealth.com
on Instagram, Facebook, X, Spotify and LinkedIn

Raymond James is not affiliated with and does not endorse the opinions or services of Jacob Robinson, Dig World, or any unaffiliated businesses mentioned.

08/03/2026

Raymond James Chief Investment Officer Larry Adam highlights three market dynamics supporting a constructive outlook for investors in the second half of 2026.

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