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  • San Ramon CA - FHT
    2000 Crow Canyon Place Suite 450 San Ramon, CA 94583-1384 T: 925.866.7800
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More exciting than it sounds: the Beige Book
The most human economic report has a name meant to be uninspired.
Economy & Policy
From a performance standpoint, it's been a summer to remember
8/27/2025
Raymond James Chief Investment Officer Larry Adam notes that most of the risk penciled in at the start of summer was erased as the season progressed.
Markets & Investing
Watch Video
Read
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Will the market be ready when you are?
8/25/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
Read
Equities and bonds post one of their best summers in recent history
8/22/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Monetary policy: Rules vs. discretion or a happy medium?
8/22/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving
Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
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Summit Financial GroupSummit Financial Group
SUMMIT IS MOVING! LEARN MORE.
  • 2000 Crow Canyon Place Suite 450 San Ramon, CA 94583-1384
  • T: 925.866.7800
  • Map & Directions
  • Map & Directions

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.

Links are being provided 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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