Ryan Gordon, Financial Advisor

07/07/2025

We are proud to announce the formation of Interval Wealth Advisors of Raymond James, a financial planning team founded by:

David M. Kushner WMS® - Vice President, Investments

Ryan M. Gordon, AAMS® - Financial Advisor

________________________________________

With a combined 24 years of experience in the financial services industry, our mission is rooted in a simple but powerful belief:
Everybody deserves wealth — and there is a pathway to wealth for everybody.

At Interval Wealth Advisors, we specialize in comprehensive, goal-based financial planning for:

• Entrepreneurs, corporate executives, and high-earning professionals
• Small business owners navigating growth, succession, or exit
• Pre- and post-retirees seeking income sustainability, asset growth and preservation, and legacy planning
• Private and public foundations, as well as philanthropic families
• High-net-worth families and next-generation wealth

Our team offers advanced planning strategies across retirement income planning, estate and legacy planning, business succession, charitable giving, and tax-efficient investing. By uniting two thriving practices, we are expanding our capabilities while maintaining the deeply personal relationships our clients have come to expect.
This partnership brings:

• A more structured and proactive service model
• Custom tailored wealth management solutions
• Enhanced use of technology to deepen planning conversations
• A collaborative team approach with complementary expertise

There are no changes to contact information or our affiliation with Raymond James. We remain fully aligned with the values, strength, and support of Raymond James, and this is not a transition away — it's an evolution. This is the same commitment you've always known, now supported with an enhanced structure.

________________________________________

The Meaning Behind the Name

The name Interval reflects many layers of meaning central to our philosophy. In financial planning, we help clients navigate the intervals of life — accumulation, conservation, and distribution — each requiring tailored strategy and attention. In investing, technical analysis often relies on intervals of time to understand market behavior and inform decisions.

But most personally, Interval also reflects our shared background in music. As musicians, we're inspired by how intervals create harmony — distinct notes working together to build something greater than the sum of their parts. It's the perfect metaphor for what we're focused on building.

We look forward to continuing to serve you as Interval Wealth Advisors of Raymond James and thank you for being part of our continued journey.

09/03/2024

When it comes to managing your wealth, flying solo isn't the way to go. Assembling a wealth planning team is like drafting a championship roster: you need the right mix of talent to cover all bases and secure your financial future.

Your financial advisor acts as the quarterback, coordinating with estate planners, tax pros, and even philanthropic consultants to ensure every aspect of your wealth is optimized. It's not just about having experts—it's about having the right experts who understand your playbook.

Don't settle for a one-man show. See how the right team can elevate your financial game:

raymondjames.com

07/29/2024

Social Security, a cornerstone of American retirement planning, is often surrounded by myths and misconceptions. One common myth is that Social Security is going bankrupt. While the system faces long-term funding challenges, it's not going bankrupt. Benefits can still be paid out even if the trust fund is depleted, albeit at a reduced rate.

Another misconception is that Social Security benefits are tax-free. In reality, up to 85% of your benefits may be taxable depending on your income level. Understanding the intricacies of how benefits are calculated, including the importance of your 35 highest-earning years, can help maximize your payout.

Lastly, many believe that you should claim benefits as soon as you're eligible at 62. However, delaying benefits up to age 70 can significantly increase your monthly payout. This strategy might be beneficial depending on your financial situation and life expectancy.

In general, Social Security provides a safety net for retirees, disabled individuals, and survivors, playing a crucial role in financial planning. Understanding the facts and debunking myths can help you make informed decisions to optimize your benefits.

raymondjames.com

07/23/2024

As we dive into the second half of the year, expect the economy to pump the brakes, with slower growth and easing inflation. The Fed's 'long and variable lags' will keep a lid on growth as real interest rates rise. Watch for potential rate cuts starting in September and keep an eye on CPI—its decline could signal a more confident path to lower inflation. Stay tuned; the economic landscape is shifting! https://www.raymondjamesconnect.com/fQd4B2

07/15/2024

Thinking about retirement?

It's crucial to tailor your taxes to maximize your income. This article dives into essential strategies such as Roth conversions, managing Social Security taxes, and leveraging Medicare premium deductions. Learn how required minimum distributions can impact your tax bracket and discover smart withdrawal techniques.

These tips can significantly enhance your financial stability and help you keep more of your hard-earned money during retirement. Dive into the details and optimize your retirement plan.

raymondjames.com

07/10/2024

Understanding the critical link between your net worth and risk tolerance is essential for optimizing your investment strategy. This insightful article breaks down how your financial standing can impact your investment decisions and overall financial health. Whether you're a seasoned investor or just starting, this read is a must for anyone looking to achieve financial success. Dive into the details and empower your financial future!

raymondjames.com

07/04/2024

Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Independence Day!

07/01/2024

Risk becomes increasingly labyrinthine as wealth grows, snaking into areas of your life and finances you probably never thought you'd find it

raymondjames.com

06/27/2024

Credit cards, investing, taxes: As your child becomes a young adult, it's time to step up your game to help them with these complex topics and more

www.raymondjames.com

06/26/2024

It is an honor to take over as the board chair for the Lower Bucks County Chamber of Commerce. To serve our business community has always been of highest importance to me, and I am excited to be able to make a lasting impression on our chamber community. Thanks to everybody who sweated it out with us since nobody could expect the 90+ degree day when we planned the venue a few months back. As I mentioned in my remarks, whether it is this chamber community or another, get involved and be involved. A community is only as strong as the members of that community make it. Help others grow, and in turn you yourself will see incredible growth both in business and as a person. Thanks to my wife Rachel for all of your support, and thank you to Sean Deming and Raymond James for also showing your support in our local chamber community.