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: #SecureAct #RMDS #retirement #financialplanning
The East Coast Group
Financial Services
New York, New York 323 followers
We specialize in planning for a full financial life. Life Well Planned.
About us
We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. 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 Alex Brown - A Division of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
- Website
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https://www.raymondjames.com/theeastcoastgroup/
External link for The East Coast Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York, New York
- Type
- Public Company
- Specialties
- Investment Management, Retirement Planning, Education Planning, Wealth Management, Estate, Charitable Giving & Trust, Longevity Planning, Financial Services, and Asset Management
Locations
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Primary
320 Park Avenue
14th Floor
New York, New York 10022, US
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1 Town Center Rd
10th Floor, Suite 1000
Boca Raton, Florida 33486, US
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250 Royal Palm Way
Suite 200
Palm Beach, FL 33480, US
Employees at The East Coast Group
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Ellen Lassman
Senior Marketing Associate at The East Coast Group of Raymond James
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Chelsea G Burrus
Hospitality Services - I aim to ignite a global passion for hospitality in the New York Metropolitan Area, one distinctive encounter at a time.
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Todd Kissel
Managing Director at East Coast Advisors
Updates
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The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Discover how to harness that philanthropic spirit by making charitable giving a lasting part of your plan.
Aligning wealth with purpose this holiday season
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#Equities declined and Treasury #yields soared following the #FOMC meeting decision, which saw the #Fed cut #interestrates 0.25% and forecast two rate cuts in 2025, down from September's projection of four. #economy #stockmarket #sp500 $VIX #inflation
Up & Adam: Daily market insights: December 19, 2024
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With persistent #inflation and a resilient #economy, the Fed's updated projections show two rate cuts next year. #fed #fomc #stockmarket
Federal Reserve forecasts fewer interest rate cuts in 2025
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As we approach the new year, it's the perfect time to reflect on your goals. How about focusing on your financial well-being in 2025? Here's a set of resolutions that can help ensure your long-term financial confidence. #financialfreedom #resolutions
Financial resolutions for 2025
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After a steady run of record highs, #equities have recently set streaks in the other direction, which points to areas of weakness below the surface. #stockmarket #sp500 #FOMC #fed
Up & Adam: Daily market insights: December 18, 2024
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#Investors expect the #Fed to cut the target range of the fed funds rate by 25 basis points to 4.25-4.50%. The unknown is how the #SEP will look, which features projections for the Fed's policy path. #stockmarket #economy #sp500 #interestrates
Morning Brew: December 18, 2024
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Early #trading has a mixed vibe in front of the November Consumer Price Index. #Treasuries are mixed in front of the report, which is the last check on #inflation ahead of the #FOMC meeting next week. #SP500 #Nasdaq #equities #stockmarket
Morning Brew: December 11, 2024
grapevinesix.s3.amazonaws.com
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Gain key insights into the #stockmarket-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. #inflation #sp500 #investing #equities
Up & Adam: Daily market insights: December 11, 2024
grapevinesix.s3.amazonaws.com
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It's been a busy year! From surprisingly strong economic data, to the #Fed cutting #interestrates, to a presidential #election, #markets have a lot to process. Register: https://bit.ly/4f4uUkl #investing #stockmarket #sp500 #trading #investments #economy #equities