Palm Avenue Wealth Advisory Group

Palm Avenue Wealth Advisory Group Palm Avenue Wealth Advisory Group of Raymond James provides personalized financial planning based on our clients’ goals, time frame, and risk tolerance.

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/29/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

raymondjames.com

Summer tends to fill up fast.Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can b...
05/28/2026

Summer tends to fill up fast.

Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can be worth taking a quick look at a few financial items that are easy to overlook during busy seasons.

A mid-year check-in on things like your portfolio, tax planning, and estate details can keep everything current while it's still fresh in your mind.

Then when summer actually arrives, you're not thinking about paperwork you meant to revisit months ago.

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

When everything is working behind the scenes the way it should, you notice it less.Decisions feel clearer. Timing feels ...
05/26/2026

When everything is working behind the scenes the way it should, you notice it less.

Decisions feel clearer. Timing feels more intentional. There's less second guessing.

That's what it means for things to run smoothly.

Today is about more than a long weekend. It's a moment to remember the lives, service, and sacrifice that made so much p...
05/25/2026

Today is about more than a long weekend. It's a moment to remember the lives, service, and sacrifice that made so much possible.

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/22/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

A tax refund can feel like extra money, but how you use it can have a lasting impact.Whether it's strengthening your lon...
05/22/2026

A tax refund can feel like extra money, but how you use it can have a lasting impact.

Whether it's strengthening your long-term plan, setting aside funds for future healthcare needs, or giving with intention, each choice is an opportunity to be more deliberate.

It's less about where it goes, and more about how it fits into the bigger picture.

Left unassigned, it tends to disappear. Used intentionally, it can support priorities that often get pushed aside.

If you're not sure where it fits, that's a good place to start a conversation.

Address

2 N Tamiami Trl, Suite 804
Sarasota, FL
34236

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+19413668600

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