Skip to content
Green Fairways Wealth ManagementGreen Fairways Wealth Management
Make an appointment
  • Home
  • About Us
    • About Us
    • James "Jim" Tate Sr
    • Kelley Tate
    • James "Jake" Tate Jr
    • Alex Tate
    • Imelda Locke
    • Leeann Kalinski
    • Our Mission
    • Our Story
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Healthcare Professionals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Investment Process
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Raymond James Financial Srvcs
    2351 E Venice Avenue Venice, FL 34292 P: 941.218.4010 F: 941.218.4025
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Economy
    • Goal Planning
    • Retirement Planning
  • Media
    • Video
A look at the Federal Reserve’s shift away from forward guidance
8/24/2026
Raymond James Chief Economist Eugenio Alemán evaluates what the Federal Reserve's shift away from forward guidance means for markets and interest rates.
Economy & Policy
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Watch Video
Watch Video
Three market dynamics shaping the second half of 2026
6/29/2026
Raymond James Chief Investment Officer Larry Adam shares three market dynamics shaping the second half of 2026.
Markets & Investing
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your labor. ...
Retirement & Longevity

what can we do for you?

Say hello
Green Fairways Wealth ManagementGreen Fairways Wealth Management
  • 2351 E Venice Avenue Venice, FL 34292
  • P: 941.218.4010
  • F: 941.218.4025
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC,, marketed as Green Fairways Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Green Fairways Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.