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  • Melissa Paddock
    400 Foam St, Suite C Monterey, CA 93940-1462 T: 831.655.2700 F: 831.655.2702
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U.S. economy continues to defy expectations
9/12/2023
Raymond James Chief Economist Eugenio Alemán discusses how this development impacts his team's forecast.
Markets & Investing
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Watch Video
Watch Video
What would a mild recession look like?
7/28/2023
Raymond James CIO Larry Adam discusses how expectations of a mild recession do not deter his team's more favorable outlook for equity and fixed income markets.
Markets & Investing
What should investors expect for the second half of 2023?
6/27/2023
With markets on an upswing and the economy staying resilient, Raymond James CIO Larry Adam provides insight into their outlook for the remainder of the year.
Markets & Investing
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
Watch Video
What will 2023 have in store for investors?
12/20/2022
CIO Larry Adam shares the Investment Strategy team's market-focused wishes for the new year.
Markets & Investing
Watch Video
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Watch Video
The Giving Pledge, enduring generosity and charitable change
Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities.
Estate & Giving
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all t...
Retirement & Longevity

A breadth of services to serve a variety of needs

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  • Paddock Financial Planning
  • 400 Foam St, Suite C Monterey, CA 93940-1462
  • 831.655.2700
  • 831.655.2702
  • Map & Directions
  • Map & Directions
  • Melissa.Paddock@RaymondJames.com

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