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  • Melissa Paddock
    398 Foam St Ste B2 Monterey, CA 93940-1462 T: 831.655.2700 F: 831.655.2702
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2023 Outlook: The evolution of markets [INFOGRAPHIC]
1/24/2023
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
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12 wishes for the new year [INFOGRAPHIC]
12/12/2022
What's on the market's wish list for 2023? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
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The Fed and the fuss, demystified [INFOGRAPHIC]
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
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6 Hacks to Boost Your Productivity [INFOGRAPHIC]
Streamline your day with these simple suggestions.
Family & Lifestyle
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Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
Debunking Social Security myths [INFOGRAPHIC]
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

A breadth of services to serve a variety of needs

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  • Paddock Financial Planning
  • 398 Foam St Ste B2 Monterey, CA 93940-1462
  • 831.655.2700
  • 831.655.2702
  • Map & Directions
  • Map & Directions
  • Melissa.Paddock@RaymondJames.com

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